Agreed. The NSA employs the most Math PHDs of any organization in the world, as well as a lot of CS PHDs. They also have a huge budget and some of the most powerful computer clusters in the world. Further, they almost certainly know more about China's cyber-warfare capabilities than anyone outside the Chinese government.
Let's not forget that this is also the NSA's area of expertise. Making awesome search engines and ad services are very different practices than conducting cyber warfare. Not only that, they have access all the most important players in a way that no company ever could.
