[think_build]

I'd agree with much of the comments that there's a nebulous amount of moat, but certainly one exists. Pointing this out though, from the outside when AWS and Google's infrastructure was being built, was it obvious they were building significant moats? Also looking at the counter-factual, would it be better for OpenAI just give up their momentum? Really they're choosing the most rational pathway they have, considering all of the partnership deals they've made. The real question is if you can tell they're picking up pennies for the Microsoft steamroller behind them or if they're going to keep revolutionizing. They've got the trackrecord, but it does seem like OpenAI is entering its late Summer-Fall season of growth.