Earlier quoted context omitted.
I mean, this is just the beginning. Just wait till we get actual scifi robots in the next year or so. FWIW, I do find that Claude (Anthropic's GPT) is often better than GPT4 -- and very fast. Entrants can compete on price, safety, quality, etc.
And a big moat is going to be safety... and specifically configuration of safety. Wouldn't be surprised at all if the major API-based vendors start leaning in on making their safety config proprietary. If a business has already sunk XXXX hours into ensuring a model meets their safety criteria for public-facing use, they'd rather upgrade to a newer model from the same vendor that guarantees portability of that, versus…
Fine tuning is at a low point now, but i expect this to create a moat for the same reasons.