[zurfer]

It drives me a bit crazy when people say OpenAI has no moat.

Yes, companies like Google can catch up and overtake them, but a moat is merely making it hard and expensive.

99.999.. perc of companies can't dream of competing with OpenAI.

[cmiles8]

As history in tech shows you don’t need everyone copying you to be in big trouble, just one or two well positioned players. Typically that has been a big established player just adding your “special sauce product” as a feature to an existing well established product. Thats exactly what’s playing out now and why OpenAI is starting to panic as thy know how that movie typically ends.