> Yet, if I had a million dollars and you had a thousand dollars, I could still buy a thousand times more rice than you.
I think a better frame is, if rice got so absolutely cheap to make that anybody could spin up a bag of rice on a demand, anybody whose business model was based on selling rice sacks would be in trouble, especially if their specialty was selling rice in bulk instead of, eg, mom-and-pop restaurants selling cooked rice with flavors and a focus on customer experience.
(Not sure the metaphor is a good fit for AI. Maybe OpenAI comes up with GPT-5 and makes something so powerful that by the time OSS projects get to GPT-4 level nobody cares. But if GPT-5 is only incrementally better than GPT-4, then yeah, they have no moat.)