I don’t know. If you define “AI” as having a great chatbot then probably no company has a moat anymore. But there are a lot more types of tasks which have nothing to do with that. Robotics, for one. Self-driving cars is another example. “AI” in the abstract is a meaninglessly vague concept but for all intents and purposes Google still has advantages over others in important areas.

Their perpetual disadvantage of course is comically poor product vision, which puts any of their actual advantages in jeopardy.