You points are all fair.
I agree that Speakers Corner are the best. I just got the Mingus Oh Yeah and Alice Coltrane Eternity. Superb. I am also a huge fan of Pure Pleasure, despite skepticism about analog sources - the mastering is superb regardless, and their choice are deep. Just received Great Friends - digital master, sounds fantastic - Billy Harper! Sonny Fortune! Amazing.
VMP was originally about discovery. I like having records that may not otherwise have popped on my radar, and which Chad, Mofi, or virtually any American label would never consider. The Aretha Now and Roberta Flack are masterpieces that would for sure not have been done otherwise, the Stax box - and now the Philadeplia box - are masterworks. Whil Chad recycles Way Out West, VMP did Freedom Suite - brilliant. While Chad offers Willie Nelson's (IMO, no offense) shitty boring debut album, VMP did Sonny Sharrock - Ask The Ages, never sounded near as good. The Milestone run was killer - no one wants to touch 70's stuff, yet Milestone was a fantastic label easily the equal of Contemporary, and in many ways, the successor to Blue Note as many BN artists went there. Cheers to VMP for those. Chad would not even know they exist, and Mofi ouldn't be interested - MOFI haven't been interesting in years now that they are into One-Step warhorse territory.
Where we diverge - both Chad and VMP have operating costs. Chad has the advantage of vertical integration to reduce those costs and achieve higher margins. I don't really care about that, but I simply think Chad is simply churning out repeated warhorses that he knows will sell and not taking any even slight risk off that well worn path. VMP will take some risks, and there are some obvious cases of those risks either not panning out or being straight up misjudged. Chad makes smart business decisions, agreed. But he does not make smart musical decisions.
KPG/Cohearant didn't get a start from Chad. In fact, there were two factors to KPG. He partnered with Hoffman and was able to step up when Hoffman became persona no grata in the licensing world, and he was in on the ground floor when Music Matters took off. He did work for Speakers Corner long before Chad was really in the game. When Chad started to do his own records, he did use Stubblebine, Grundman etc. and when he ramped up with BN and Impulse runs, taking advantage of the ground turned already by Music Matters, he brought in Hoffman - not for Hoffman's mastering skills (he has none) but the name. Business move, smart, plays to who is 'in' at the moment, but more smart marketing that being driven by the music.
Sadly, with the state of the world, prices are going to go up - a lot. With crude prices heading through the roof, and no end over the short or mid term, vinyl prices will go up a lot and some players will fail. Just my perspective, but that for me means adapting - buy more carefully and considered curation and determination of the value to me. The era of FOMO over a new version of KOB or Way Out West is over, the incremental value isn't there.