“As Visa’s technological moat dried up, it built a legal moat, and there are already signs OpenAI is doing the same.”
Sam Altman already concedes the models will become commoditized. OpenAI asked investors in its latest round to stay out of Anthropic, SSI, and even application companies like Glean and Perplexity. Add Altman lobbying Washington to regulate AI and the plan is clear. When the product stops being special, you buy exclusivity and write the rules.