I don't know how I feel about a tech bro being credit for an idea like this.

This is originally from The Art of War.

Mohnish isn't a tech bro though, in my books. After selling his company, guy retreated away from the tech scene to get into Buffett-style value investing. And if you read his book, it's about glorifying the small businessmen running motels and garages, who invest bit by bit into the stock market.

It's a specific observation that matches some very general advice from The Art of War, it's not like it's a direct quote from it.

Its quite true. The closest thing to a moat OpenAI has is the memory feature.

A version of this is emphasized in the thielverse as well. Companies in heavy competition try to intersect all their qualities to appear unique. Dominant companies talk about their portfolio of side projects to appear in heavy competition (space flight, ed tech, etc).