> Hint: Money is a nice thing to have but it is very definitely not a moat.

in this context i think where money becomes a moat is when you consider Google can keep advancing their LLMs and tools while operating at a loss because they have the cash and revenue to do that. They'll just keep going and wait for everyone else to go bankrupt and then the whole AI market is theirs. In that way money, and the ability to out last your competitors, is the moat.