I'm not fan of this administration to say the least but assuming they are incompetent is dangerous. Assume they're actually 10-head and ask yourself, what would explain their behavior?
For example, you make an astute observation corroborated by the duration of the ban. Aligning a model is the biggest challenge of these companies, it's unlikely they were able to make a giant leap in alignment capabilities in about a month. You know what is easy to do in a month? Establishing the foundation for digital identity and surveillance.
The government just forced (heavily incentivized) these companies to invest in classifiers and monitoring in a way they haven't needed before. All of this new infrastructure can be used outside the context of the people using language models.