Comment by scronkfinkle

In what way do they have a moat? A cursory look at https://artificialanalysis.ai/models/gpt-6-astra#intelligenc... it lands at 61, only a single point above glm 5.3 while costing significantly more.

The only moat they appear to have is by hoarding compute, and the current trajectory of hardware shows that isn't permanent either for very long