What is OpenAI's moats? Those companies are valuable because of the moats they've created (users, market position, and economies of scale). OpenAI is currently

What is OpenAI's moats? Those companies are valuable because of the moats they've created (users, market position, and economies of scale). OpenAI is currently the market leader but what is keeping them there? Their competitors have a lot of expertise and access to the compute needed. If anything because OpenAI is more of an API provider than having their own end-users, any of their current customers could switch to another cheaper/better AI vendor without their end-users even knowing. Diminishing OpenAI's USP even further.