Not at all, there is no moat around LLMs, but social media has a huge moat because of network effects. Mobile phones have a huge moat as well. LLMs are more li

Not at all, there is no moat around LLMs, but social media has a huge moat because of network effects. Mobile phones have a huge moat as well. LLMs are more like web browsers. Nobody makes any money there, they are commodities. Look at Netscape and Firefox. Edge and even Chrome.