This clarification substantially changes the flavor/nuance of your OP; may I suggest an edit (assuming the locktime hasn't passed)?

Separately, I disagree that intellectual work has ever been free of "dark forest"-style secrecy. Scientists everywhere have worried about being scooped; AI just magnifies that (as all tools have; e.g. Leeuwenhoek lenses).

And thirdly, if you want to make a stronger case for "I feel even less confident in them as a team to be shepherding this much capital and compute", you should give citations and arguments. From what I've seen, there's drama, it's much OpenAI trying to avoid scooping, and Tristan being stuck in a game of telephone, and Levent being incommunicado.

If you have a better analysis, you should say so instead of being vague.