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).
That's a shame on Google, Apple, Samsung, etc. Voice and other activation methods should be open to any app that claims to be an assistant. An ugly way of "gatekeeping".
When you want to use AI in business you need some guarantees that the integration will not break because the ai company goes down or because of some breaking changes in a year. There is a reason why MSFT is in business. Similarly you will not buy Google because they do not like keeping products forever, you will not buy some unknown product just because it is 5% cheaper. OpenAI has a strong brand at the moment and this is their thing, until companies go to MSFT or AMZ to use their services with the ability to choose any model.
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).