> the capability gap is underestimated.

The capability gap is in the minds of the users but the frontiers' closed business models run opposite to it.

> the things are kept under air-gapped national weapons grade security measures

That's an enhancement of closed but not of moat

> because if somebody walked out the door with a copy they would have everything.

Including you and me? I'm not sure this is comforting news, despite the "trust me bro" asurances from behind the door where we can't see or verify anything.