The infrastructure hardware and software is a commodity. Any real moat comes from access to data. I think we've seen data close up quite a bit since people real

The infrastructure hardware and software is a commodity. Any real moat comes from access to data. I think we've seen data close up quite a bit since people realized that you can train LLMs with it, so I don't know that OpenAI's data access is better than when they trained GPT 4. In fact, it's probably worse unless they've cut independent deals with massive data providers.