I think OpenAI has a defensible moat by having the first movers' advantage. As the ease of producing written content declines, we can expect the amount of writt

I think OpenAI has a defensible moat by having the first movers' advantage. As the ease of producing written content declines, we can expect the amount of written content to increase in a consummate fashion. Due to OpenAI's position, a vast majority of the newly generated data will come from OpenAI's models. When it comes time to train new models with superior network structures or with new data, no one else is going to be able to differentiate human-generated text from LLM generated text. OpenAI's training data should become far superior to others.