It’s a common denominator if you want to do napkin-math for a whole national economy. Regulatory capture is like a tax on those people not on the beneficiary side, so if the government were to nationalize both supply (no export license for SOTA models) and demand (no foreign or self-hosted LLMs allowed), they’d end up making everyone else pay for it in some way or the other. The governmental utility function will then include only those using the services for direct economic benefit.