Apparently, investors do not see the loss of several leading engineers and the “missing” GPT-5 as a reason not to invest. Maybe they do have moat.
I’m not an OpenAI fanboy but come on, credit where it’s due, they have so far been one step ahead of the competition from the start on every front.
I do research in other ML topics but I do follow the qualitative leaps they are pulling off continuously so far.