This is naive. AI is one of those few things that does have moat. Its shockingly hard to hire people and create a good company culture that does frontier training. There's only like 3-4 labs in the world and the rest are distilling.

Even in next 3-4 years, the company that has the best ecosystem of researchers, culture, shared knowledge and processes will be able to churn out models in a way that can't be replicated.