I'm not sure how "keep the secret sauce secret and only offer it as a service" isn't a moat? Here the 'secret sauce' is the training data and the trained networ

I'm not sure how "keep the secret sauce secret and only offer it as a service" isn't a moat? Here the 'secret sauce' is the training data and the trained network, not the methodology, but the way they're going, it's only a matter of time before they start withholding key details of the methodology too.