Earlier quoted context omitted.
It is also possible that those companies will be suffocated by the fact that banks won't extend credit to them (ESG) or angry Twitter will pressure potential customers not to do business with them.
True, this is actually happening as we speak. There will be a bifurcation, once enough flywheel speed has picked up; ESG funds will see competitor funds that will outperform. No wasting money on greenwashing or other ESG bullshit. Totalitarianism has to fight a war with reality and facts. It is unsustainable (pardon the pun).
That said, this is how you end with critical technology in potential adversaries' hands.