The moat might be tiny at the frontier level. But the mainstream still only knows about ChatGpt. OpenAI won consumer before others even started.
Which is funny because ChatGPT was sort of a random experiment and not like a planned attempt at a huge product launch.
indeed there is no moat. Open source will win !
I think open source AI has a solid chance of winning if the Chinese keep funding it with great abandon as they have been. Not to mention Meta of course, whose enthusiasm for data center construction shows no signs of slowing down.
I don't see how OpenAI isn't cooked. Every single foundation model they have is under attack by open source.
Dall-E has Stable Diffusion and Flux.
Sora has Tencent's Hunyuan, Nvidia's Cosmos, LTX-1, Mochi, CogVideo.
GPT has Llama.
o1 has R1.
And like with R1, these are all extensible, fine tunable, programmable. They're getting huge ecosystems built up around them.
In the image/video space there are ComfyUI, ControlNets, HuggingFace finetrainers, LoRAs. People share weights and training data.
Open source is so much better to base a company on than a proprietary model and API.
...
It looks there is no moat.