I agree with your skepticism on this one.
Especially given what we can see with regards to US tech companies being complicit with a bunch of the authoritarian stuff going on down south, moves to disrupt their monopolies and try and foster a more local industry makes a ton of sense. Many of Carney's decisions lately align with US interests more so than Canada. It's not overly surprising, he's not pro-Canadian companies / people, but pro-business and international trade (at the expense of locals if need be), in a fairly generic neo-liberal way.
Also, bending over right before Canada day is just such a dick thing to do as PM. He should be trying to lead / inspire national pride, not appeasing foreign interests, for at least like 1 week of his term.
Still prolly better than PP would've been though. With PP we would've had Elon here Musking up the place.