Yeah, but unless there's AGI right around the corner, it's starting to look more and more like there's no real moat in the trillions being invested. As switchin

Yeah, but unless there's AGI right around the corner, it's starting to look more and more like there's no real moat in the trillions being invested. As switching between AI providers is easy (especially when compare the stranglehold say Microsoft has on organizations), catching up may be relatively easy and cheap for latecomers.