> There is no technical moat, but that doesn't mean there isn't a moat. The moat is actually huge (billions of $$). What is happening is that there are people/

> There is no technical moat, but that doesn't mean there isn't a moat. The moat is actually huge (billions of $$). What is happening is that there are people/corps/governments that are willing to burn this kind of money on compute and then give you the open weight model free of charge (or maybe with very permissive and lax licensing terms). If it wasn't for that, there will be roughly three players in the market (Anthropic and recently Google)