[epolanski]

But even if they invent revolutionary super intelligence, big if, what's stopping other companies to follow suit? Talent between these companies moves fast, some start their own.

Hell even open source models are nowadays better than the best models this billions burning company had just 6 months ago.

I'm lost at what is the moat here, because I really don't see it and I don't believe any of these companies has any advantage at all.