I think they meant that because content is siloed already by language barriers, the only ecosystem that would be affected by the removal of US users is the Engl

I think they meant that because content is siloed already by language barriers, the only ecosystem that would be affected by the removal of US users is the English-speaking subsystem. That said, the English-speaking world clearly extends well beyond the US and English commonwealth countries nowadays. Also, a lot of videos don't have any dialogue and can also cross the language barrier.