Yes, I think we both spoke earlier in the tournament of the first mover advantage.
In really international sports, I spoke previously how, although I like seeing Australian teams do well, it's not the main reason I watch it (to barrack in partisan fashion for Australian teams). It's the fascinating dynamics and match ups of so many different nations, teams and cultures that I watch it for. Analysing how all the dynamics feed into the contest.
This is where the women's game is so fascinating at the moment. The men's game was probably already at it's mature phase by the time any of us were born, with it's established order already in place. Sure, there has been some movement, with France's rise from the late 1990s (although it's not like they came from absolutely no where) and Spain living up to their potential. But largely the established big hitters and the dynamics around that had already been shaped. Contrast this with how we are able to actually witness the women's game establish it's order through it's growth phase.
As you suggest, the US essentially just had first mover advantage (as did Norway). To a degree, Australia and Canada also benefitted. Affluent anglosphere nations hitting well above where they do in the sport as a whole over the past couple of decades, because they were among those early movers. Even NZ, ranking in the mid to low 20s is well above where you would expect them in the sport as a whole.
The field only gets deeper from here. Spain went from not even qualifying, to world champions in around a decade (or less). Italy, Argentina, Brazil, the Balkans haven't even scratched the surface regarding their potential in the women's game. The Africans have immense potential. Once these traditional powers in the game start putting in the focus and resources that Spain has, their trajectory will be similar. Perhaps the women's rankings start to correlate relatively closely with the men? There will perhaps be some differences. For example I can't imagine the likes of Iran and Saudi Arabia featuring in women's. And Canada, Australia the US, may slightly outperform their men, given the domestic sporting dynamics in those countries But as the traditional powers continue to mobilise, the field gets deeper. Not great from the selfish point of view of Australia. But great for the sport as a whole.