These folks have no lasting moat and they know it. We are still close to the November 2025 inflection point, so they had a clear advantage during these past few

These folks have no lasting moat and they know it. We are still close to the November 2025 inflection point, so they had a clear advantage during these past few months. That will soon fade as open-weights models become really good, which is arguably already the case with DeepSeek V4.