You're right, and that's a bad thing. AI is nothing fundamentally new, but its extremity is making many people aware of the truth that's been there all along. There's no contradiction in that.

> Do we see strong moats that are going to cause monopoly in AI?

Ownership of the capital assets used to train and inference new models. Yes, we may end up with more than one firm. But as we see with big tech today, a small number of fantastically wealthy firms in "competition" does not an open market make.