We used to call that competition.
Imagine making this argument with a straight face in any other industry:
"The claim is that Japanese car companies are buying Ford vehicles, and then leasing them to American consumers at cut-rate prices. In return for the cheap cars, the customers are letting the Japanese observe their driving behavior, studying how they use their F-150 and then the Japanese car companies are applying that data to design new vehicles that will directly replace Ford!"
That's not what they are observing, it is the behavior of the engines.