OpenAI can't build a moat because OpenAI isn't a new vertical, or even a complete product. Right now the magical demo is being paraded around, exploiting the s

OpenAI can't build a moat because OpenAI isn't a new vertical, or even a complete product. Right now the magical demo is being paraded around, exploiting the same "worse is better" that toppled previous ivory towers of computing. It's helpful while the real product development happens elsewhere, since it keeps investors hyped about something. The new verticals seem smaller than all of AI/ML. One company dominating ML is about as likely as a single source owning the living room or the smartphones or the web. That's a platitude for companies to woo their shareholders and for regulators to point at while doing their job. ML dominating the living room or smartphones or the web or education or professional work is equally unrealistic.