It’s a lead but not a moat. If they slow down they are not likely to maintain that lead. Similar things could be said for example about SpaceX with reusable ro

It’s a lead but not a moat. If they slow down they are not likely to maintain that lead. Similar things could be said for example about SpaceX with reusable rockets, but with a capital intensive industry like that it might take a decade or more for others to catch up. Software iteration time is very fast, so if OpenAI slows down others could catch up in a year or two.