On the other hand, I think these moats will be destroyed as soon as anyone finds a drastically more efficient (compute- and data-wise) way to train LLMs. Biology would suggest that it doesn't take $100 million worth of GPUs and exaflops of compute to achieve the intelligence of a human.
(Of course it is possible that at that point, OpenAI may then be able to achieve something far superior to human intelligence, but there is a LOT of $$$ out there that only needs human levels of intelligence.)