I would wager that’s more acceptable if said learning is not in competition with the user. If they didn’t actually produce results but created the model only, then that could be advantageous for users too. But the moment they absorb your work to sell it, or for marketing, it’s a different moral ground.
You have some secret sauce. The model trains on it. Your competitor is solving a similar problem. The model "advantageously" helps them.
Your competitor is happy and continues to pay for the subscription. Sam and Dario just resold your code.
For what it's worth LLMs still suck at reproducing my little secret algorithm/implementation while being able to solve way harder problems. I have a good guess why that's the case.