To the degree there is a moat, I do not think it will be effective at keeping people in. I had already been somewhat disillusioned with the AI hype, but now I am also disillusioned with the company who I thought was the best actor in the space. I am happy that there is unlikely to be a dominant single winner like there was for web search or for operating systems. That is, unless there's a significant technological jump, rather than the same gradual improvement that all the AI companies are making.