This. GPT-4 was the first time in decades that I have been absolutely blown away by the capability of a technology. These LLMs are right up there with the Inter

This. GPT-4 was the first time in decades that I have been absolutely blown away by the capability of a technology. These LLMs are right up there with the Internet or smartphones as transformational technologies. That said, I wonder whether OpenAI has enough of a moat to be a good investment. I'm guessing that the big players are no less than 6 months behind.