What's with the assumption that everything needs to be a "moat"? Seems much more important/interesting to wire up society with cohesive tooling according to Metcalfe's law, rather than building stuff designed to separate and segment knowledge.

We're in a bubble, a mania, and the top company is excited to announce they're gonna do erotica.

It is hemorrhaging money, with little in its offering to distinguish its competitors.

"OpenAI has zero moat in LLMs"