Data is moat in AI.
I work in a domain of applying AI to specific enterprise domain. It's not like you can crawl our data in the open web. Getting any data from clients is years of lawyer struggles and chicken and egg problems to solve. Fine-tuning models to client expectations - they are not going to go through the process again with someone else.
And moat in B2C AI is owning tons of your personal data and habits that Google and Facebook do. It's just not trully utilized with GPT models yet.