One does not need google in their lives to be exposed to advertisements to a local brand. Or pay a percentage fee to paypal or visa if you buy a local product.
US tech companies lose much more from a decoupling than Europe does.
The moat crossing isn't in competing with the likes of Google or Paypal directly. The moat crossing is in accumulating enough capital to build the thing that leapfrogs them. Being a middleman allows you to accumulate a lot of money while expending fairly little of it. Then, you focus on the next thing, be it AI or whatever, while collecting middleman fees.
This has a collective effect on a nation's economy. You could tell the American companies to go kick rocks and develop your own local alternatives, but then you're expending your capital on developing a local alternative, not developing the Next Big Thing (TM), and the Americans are. The risk is that your economy becomes less competitive overall while becoming more competitive with one segment of the American economy.
This is an issue the US finds itself in now as it tries to onshore manufacturing again after allowing someone else to play middle man for decades.
Yes, the US has plenty of capital resources but that doesn’t directly translate into production when you have to setup not just a single factory but an entire supply chain.
It doesn't help that the clever talking heads behind US "capital" such as Peter Thiel, Elon Musk and David Sacks have outed themselves as complete and utter morons.