Comment by kertoip_1

The actual moat is the same as in web services - data and user base.

Why is Google a monopoly? Do they have so advanced software that no one can outperform? I doubt it. What they have is a giant user base that generate loads of real-time data, which make Google services more accurate.

So how AI company can build a moat? Exactly the same way: by making a giant user base produce loads of real time data. Just imagine a service that will generate answers not only based on data they were trained on, but on all data from all user conversations. Imagine being at a concert, looking for a certain type of beer and instantly receiving an answer from an AI assistant about that only because some other guy in a crowd looking for exactly the same thing said to his agent "ah, here they are!".

It is not happening just yet because of making it secure and private is not yet solved, but it's just a matter of time I think.