There's some internal discussion leaked at google which explicitly argues that no one has a moat. The resource requirements they thought might be necessary are far less important than a focus on quality results. And while it has appeared that OpenAI had a strong lead, the opensource community is iterating faster & in many ways has already surpassed them. The game is much more about quality & the number of people with a special focus than it is about broad generalized brute forced learning. AI learns and advances more like an economy grows, central planning can't win.