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More importanly they have moat

This. The fact that no one seems to understand that Anth and OAI don’t have a moat is beyond me.

Or they do. If their moat is so weak, where's Grok and Gemini in this race?

Gemini is fairly well used in business, anyone using the Google office suite uses Gemini.

Grok is only used when you want to sexually harass people on Twitter.

They are working on the moat: corruption.