Yeeeeep. There is no moat at the moment. AI companies are trying to dig one as fast as they possibly can. Either through passing laws to prevent local inference ("It's too dangerous! We need to control it") or by creating/limiting possible integrations (locking down OS/hardware, APIs/MCPs that only work with Claude/ChatGPT, etc).

Good luck trying to enforce those laws outside of the USA. And in the future China will be happy to sell local inference hardware at competitive prices.

Open, cheap & good enough will win the race.