The other half of the moat is the data they stole from everyone else, some of it illegally. So, be sure they will do everything in their power to stop others from getting that data freely.
Depends on your world view, they might or might not come up with something better. but I guess we can agree nothing with stop them from _trying_?
China will certainly compete though.
“We’ve failed to deliver on 5 years of promises after wasting billions of dollars… sorry” is a death knell. However, “We’ve decided to not deliver on 5 years of promises after wasting billions of dollars… for safety… but keep those investments rolling in” is like crack to the true believers.