They have more than 1 billion people that are getting more and more educated, they have the capital and will to invest in it, they will get there eventually.

The "moat" we're talking about with private companies is that it's very hard for competitors to get enough funding to compete, and private investors are unwilling to invest in a company that will compete with a big established player. That's completely different when a state has a strategy and decides to invest to achieve a goal.