Critical thing here in my mind it is not so much general moat, but lot of individual moats. Each of these companies investing billions can build their own. Easi

Critical thing here in my mind it is not so much general moat, but lot of individual moats. Each of these companies investing billions can build their own. Easily. So most probable end result is that we end up with multiple competing alternatives all with their own vendor lock ins. And general public might be lucky to get one or two options.