If all US AI companies do implode (Google seems pretty firm in the saddle, so I do not think that is likely), that seems to mainly create an opening for Chinese models, which already are very close in capability and cheaper to run.
Basic agentic coding is fairly flexible in that regard.
The really risky bet is on a vendor-locked integration (and of course OpenAI, Anthropic and Meta are all hoping to get enterprises to buy into exactly such an integration).