^ For what it's worth, just a note that the above paragraphs are AI generated, as can be easily inferred by the author's replies below.

Given that not all information is public in this scenario, there is no choice but to construct theories that are plausible regardless of the gaps in evidence; such is the basic nature of investing and economics both. Is your objection that available evidence was excluded that you consider to be materially relevant, or that theories were constructed when we don’t have the complete story, or..?

This is definitely an AI response that wasn't even reviewed. The word "moat" doesn't even exist in the article but you have put it in quotes.

I'm sorry, but did you ask ChatGPT or another LLM to critique this article?