I believe a large number of the people working at the big AI companies are foreign nationals and Im going to assume at least some of them have mixed loyalties.
That is only a moat if they manage to continuously improve the models. If improvements just slow down enough and the business gets disrupted by a mich cheaper good enough version it is game over for employing 1000s of 500k a year engineers
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The Moat is the people.
I believe a large number of the people working at the big AI companies are foreign nationals and Im going to assume at least some of them have mixed loyalties.
Which people?
People with experience+talent in ML
That is only a moat if they manage to continuously improve the models. If improvements just slow down enough and the business gets disrupted by a mich cheaper good enough version it is game over for employing 1000s of 500k a year engineers