They have a lot of moat, i'm not sure what youa re talking about. Only amatures are using Qwen, open source stuff that is 3-8 weeks behind. Plus OpenAI has some verticals that keep people in there.

In what way do they have a moat? A cursory look at https://artificialanalysis.ai/models/gpt-6-astra#intelligenc... it lands at 61, only a single point above glm 5.3 while costing significantly more.

The only moat they appear to have is by hoarding compute, and the current trajectory of hardware shows that isn't permanent either for very long

I wish people could see how some of this reads. You are an “amateur” using a model 6-8 weeks behind? Really? Sigh.