Agree. The most useful moat you build as an AI-as-a-service company is detailed data on how good each of your past outputs were. E.g. Github presumably keeps track of which copilot completions end up being used and which don't. If you are just using the OpenAI API, you have basically no way of making use of that data for finetuning. You could use the data in order to finetune your own model in the future though, maybe that's the plan.

Well, one week after the API launch everyone's moat will be low.

It will be interesting to see how fast these tools grow, and how they can add value beyond a purposeful UI.