This is a fundamental misunderstanding of what a moat is in this industry.
If GPT 4.5 had nothing of value to offer other than a flex of opening eyes ability to scale, it’s still a signal that they have the chops to throw the most amount of compute at the upcoming reinforcement learning race.
If you’re actually selling enterprise solutions in this space, you’ll quickly learn that a large number of Enterprises have their own private deployment of open AI on Azure and are pushing their vendors to use that even if it means they get lower quality outputs for certain use cases.
Data and model quality aren’t the only moat-able features.
