Pretty shameless copy, but also shows how easy it is to do so. OpenAI and Anthropic had first-mover advantage, but easy come, easy go.
Remind me which entities (govt or corporate) are going to subsidize that forever. Remind me which entities are going to front the cost just to scale up.
By that premise - wherein you forget everything other than the first ingredient (the model) - Google has no moat either (got $100 billion dollars lying around?). Nor does Uber (have tens of billions in your bank account to clone their business?).
I'm certain building an app (Uber), or building a search engine (Google), is the super duper hard part.
Slapping a GUI on Linux will kill Windows, any day now.
As long open weight models get released; no moats are going to exist. Both windows and Linux are weak comparisons.