The moat isn't going to be the model (short of AGI). The moat is going to be what surrounds it. The harness and, I have suggested elsewhere, memory. The more personalized the AI is to you the more valuable it will be.
Also, as tech companies grow, a significant portion of the dev body count is for internal tooling. I was always flabbergasted at Twitter's headcount growth back in the day when it seemed like the only innovation increasing the number of characters in a tweet.
Right now we are in a weird spot where a lot of people are flailing around inside corporate America trying to figure out how to leverage AI. Few have enough vision to see what the companies of the future will look like and work towards that.
Also, as tech companies grow, a significant portion of the dev body count is for internal tooling. I was always flabbergasted at Twitter's headcount growth back in the day when it seemed like the only innovation increasing the number of characters in a tweet.
Right now we are in a weird spot where a lot of people are flailing around inside corporate America trying to figure out how to leverage AI. Few have enough vision to see what the companies of the future will look like and work towards that.