[AnthonyMouse]

> And, if Meta were to wrestle away OpenAI's moat, they'd eagerly create their own, given the opportunity.

At which point the new underdogs would have an interest in doing to them what they're doing to OpenAI.

Assuming progress for LLMs continues at a rapid pace for an extended period of time. It's not implausible that they'll get to a certain level past which non-trivial progress is hard, and if there is an open source model at that level there isn't going to be a moat.