That is not a moat. (and it is not theirs either) It just means that their models are highly inefficient that it requires a lot of compute to run them.

Open weight models such as Deepseek, GLM are just as good as the frontier closed models and already we have bank such as Revolut migrating off of frontier closed models and self-hosting. [0]

[0] https://x.com/guilleflorvs/status/2117379073785696395