Reminds me of that Lynx deodorant ad where the guy is chased by hundreds of women.
I think you're right, they've realized there's no moat, especially against open-weight models, so they are going to need to lobby government to ban any unapproved AI services.
Doesn’t the “no moat” argument break down when you consider their brand strength, their distribution expertise in running inference at scale, and the future value of being able to train on all their customers’ data?