I agree with your point overall in terms of AI not actually learning (I’d describe it as optimizing).
However, I will say that inferring from what is not said is a tricky one to apply generally, which you do in your reply by jumping to conclusions as follows:
The fact that they refused to reply hints that the reply would be against their best interests, either lying in a liable way or saying the truth and potentially ruining their investment.
This is dangerous, can be used disingenuously and I discourage using it in our discourse.