Comment by hintymad

> The real differentiation lies in your data you feed into your models.

It's more than data. Steven Jobs used to tell the founders of the Segway that their secret technologies would leak sooner or later, even if they set up their factories in the middle of a desert in Nevada. His advice to the founders was that they needed to build a product that users couldn't get away from even if all the competitors had the same technology (or so I remember). That could be a process, an ecosystem, market penetration with an amazing supply chain (think about the largest seller of straws in the world. The unit price of a single straw is close to 0, which is really hard to achieve), and etc.

To me, data will just be one key component of the moat but not all. The moat of AI is the same ol' entire ecosystem: an infrastructure that is so efficient that the company can keep driving down the unit price of hosting the AI models; a fabulous culture to enable the company to keep churning out improvements; an extensive data platform and the associated process and sources that keeps provisioning quality data, a number of killer applications...