GPT-3.5, GPT-4, and similar are fairly new. There are many uses of the technology that remain unexplored by product people, not to mention the technology is getting more advanced and has more capabilities by the week (or day or month, depending on your perspective).

The new AI platform may over time enable more products than even the shift to mobile.

ADDED:

What's implied is that the moat could be built and some kinds of moats are not yet well-known or prevalent. Proprietary data is often mentioned. But also the application on top of LLMs (or LFMs) needs not be just a thin layer with little technical barrier.