Yep I agree with that. I will say though that people, teams, and even entire companies (like what happened at Inflection) get poached everyday so maintaining a moat that way is tough. Also, even though it could happen in the future, is OpenAI's lead due to a moat of scientists with ideas so novel that no other AI company can compete? Certainly not because even though ChatGPT took the world by storm, numerous other companies built LLMs in a very short time span that now perform at very similar levels, both subjectively and based on benchmarks.