When the USA was a free country, Americans spent on cars and televisions.
Now that the US is a police state and cars and televisions spy on you, Americans might spend money on disguises, VPN plans, burner phones, smugglers, and fake passports.
their customers are already losing interest in continuing with their contracts. this hits from the other side at the same time. it is definitely a problem for them, and if deflocking expands, it'll drown them.