Doesn't really seem like a situation where a defensive moat is the appropriate metaphor. This is a winner-take-all effort. What's the likelihood that it is and

Doesn't really seem like a situation where a defensive moat is the appropriate metaphor. This is a winner-take-all effort. What's the likelihood that it is and how much investment does that justify? It isn't that far-fetched that a reasonable argument could be made for a very, very large investment.