I really don't think this is true. OpenAI has no moat because they have nothing unique; they're using mostly other people's (like Transformers) architectures and other companies hardware.

Their value-prop (moat) is that they've burnt more money than everybody else. That moat is trivially circumvented by lighting a larger pile of money and less trivially by lighting the pile more efficently.

OpenAI isn't the only company. The Tech companies being beaten massively by Microsoft in #of H100s purchases are the ones with a moat. Google / Amazon with their custom AI chips are going to have a better performance per cost than others and that will be a moat. If you want to get the same performance per cost then you need to spend the time making your own chips which is years of effort (=moat).