not if this moat could be leveraged into a monopoly on AI chips, to the detriment of society.
I want to see competition in this space.
Unfortunately, the market rally of nvidia stock is suggesting that most investors are expecting this monopoly to eventuate.
Therefore, it is in the interest of society to ensure that such a software moat is not established. Look what happened to the web browser when microsoft held a monopoly on it, and look at what is happening with chrome, apple appstore, etc.