No. You agree with their end point. How they got there is not factual.
I don't understand your second paragraph. Why should I care about proprietary software competition? And how are they building these free software moats that stop other people?
>Also, public roads are a bad metaphor for software: there isn't a market for public roads, and software can always be innovated upon
My use was very narrow, the ability for bad actors to use infrastructure doesn't put the infrastructure at fault. That said, roads have a market and allow innovation.