I have already begun winding down my spend on claude and OAI to make room for infra budget. Anecdotal, but I have no doubt a lot of others are doing the same, I very much agree the US players have major issues looming. What an exciting time to be alive!
The car industry is also a trillion $$ market in the US. I don't see why that would go any differently from the Chinese cars ban.
Not exciting for anyone directly or indirectly invested in a frontier lab or its partners. And that is a lot of people, including you.