There's no moat in any of it, but it's not like it matters much if you're not one of the major platforms. This is not a weather for sand-castle builders, it's a weather for surfers. LLM winds a-blowin, pick a wave to jump on, ride down the profits gradient until it's spent, jump to another. It's a time for a million products to bloom, each promising stars, every one gone in 10 months.
I'd be more worried about platform dependency at this point. The ol' adage about building your business on someone else's API applies, doubly so in the current geopolitical climate. All those hot AI startups are but a single executive order away from losing half their market, or getting erased from existence altogether.