[jklinger410]

And if you're the only company with that business agreement. As long as you still have it, it's a...moat.

[herbturbo]

Well that’s the thing with moats - they don’t just disappear one day.

[alephnerd]

These kinds of parternships also throw in free inference with MFN clauses, which make a mutual moat.

A moat doesn't have to be a feature, and equity stakes have been fairly successful moats (eg. Much of AWS's ML services being powered by Anthropic models due to their equity stake in Anthropic).

[jimbokun]

No business moat is permanent.