> a) accidentally pushing a foreign competitor into the lead and losing dominant status

But then the foreign competitor would stop the proliferation of their model and we would just go back and forth - American companies could "release" their model and after time gain the advantage back using the same tactics that the foreign competitor used.

> b) pushing the underlying companies hard enough that they decide to relocate.

This sounds like a reasonable risk to identify, but I would just say that it's not super clear-cut where you would relocate to.