> This moat doesn't seem to be much of a moat considering a non-US model doesn't even crack the top 5 by usage - except DeepSeek, which would be a strange choice for Europeans looking for data sovereignty.

Hang on, where are you getting the numbers from? I looked and I couldn't find any numbers on enterprises who opened their wallets for custom-trained models.

I looked, and because I believed that it might be a good business opportunity to explore, I did spend a bit of time trying to find numbers. I came away with the feeling that the winner in the AI space is going to be whoever successfully whitelabels their offering.

Right now that is Mistral, I think.