Create value at a higher layer and depend on tight integration to generate revenue and stickiness at both layers. See: Windows + MS Office. They don’t need to

Create value at a higher layer and depend on tight integration to generate revenue and stickiness at both layers. See: Windows + MS Office. They don’t need to make a moat for AI, they need to make a moat for the OpenAI business, which they have a lot of flexibility to refactor and shape.