I like that the trailing players strategy (Meta, xAI) is to open source the moat of the leaders. I think we will all benefit from it. and hopefully both the leaders and the trailing players will be much less powerful in the end.
The reason they open sourced this is because grok-build uploaded entire directories.
Nothing like it prompting you for an answer and you click on to the terminal accidentally, resulting in you choosing an answer.
https://www.joelonsoftware.com/2002/06/12/strategy-letter-v/