I agree it isn't a moat in the business sense - that would be some kind of lock in network effect. e.g. If ChatGPT being popular gives OpenAI enough extra trai

I agree it isn't a moat in the business sense - that would be some kind of lock in network effect. e.g. If ChatGPT being popular gives OpenAI enough extra training data, they're locked in forever having the best model, and it is impossible for anyone - even with unlimited money, and the same technology - to beat them. Because they don't have that critical data. Yes, Google had the best search product, and got a huge market share simply by being better. Their moat however is that their search rankings are based off the click data of which search results people use and cause them to stop their search because they've found a solution. They also have a moat to do with advertising pricing, based on volume of advertising customers. Bing spend a lot of capital, and had the tech ability, but those two moats blocked them gaining more than a tiny market share. In this case, maybe OpenAI will have a video business moat, maybe they don't...