Countrpoint: Their moat doesn't appear to be defensible, we can just replace them with somebody who will.

Counterpoint: Their moat is funding secured and contracts locking in the purchase of currently forecasted chip production. Even if you assume a catastrophic withdrawal of invested capital from those vehicles on a coordinated revocation of faith by the investing community; who do you plan on having operate this theoretical squeaky clean, ethically training data sourcing company? And for that matter; what makes you think you'll get passed the greed that is already sunk cost into the current gen of shysters?

This entire evolution is a generational project hoping to paradigm shift away from their predecessor's paradigm while ignoring the lessons of their predecessor's predecessors on the nature of greed, the corrupting influence of power, and the consequences of blatant cultural/ethical unhitching amplified by the reach amplification of technology?

The Stasi, or a perfect Jim Crowe couldn't be realized with manpower alone. With computers, and a small cadre of the unethical willing to succumb to the promise of lucre on the other hand...