[kgiddens1]

The reason this is the case, is that one of the biggest gaps in the market is not the technology itself (most of this is open source or variations there of) but of proprietary data sets. This is valuable when transformed (as my company does at www.edgecase.ai ) to annotated data. What we see is that companies that a) invest in acquiring data and b) transforming said data and c) building a model that is useful to customers (and acquires their data) is the way of the future.

"Ai with unique datasets is an amazing moat"

So in sum:

1) in some cases this is true (but most of the time there is no unique data) 2) if they truly have unique data this is something to take notice of.