I don't know.
The moat doesn't seem to exist. Probably safer to stay out of the race for now.
Stay out of the race sounds insane when AI is, and will be, a common commodity. China is getting great bang for their buck on AI training, why not the same for Europe?
I’m still looking for no-moatists to logically explain why there is no moat in SOTA LLMS.
That paper released by a lone Google employee 3 years ago still misguiding people it seems.