yeah got a buddy at a startup unicorn, moved from Canada to work down in the Valley, and he said basically the same: no moat, and AI could hack together 80% of their product... since it already is...
strong argument to me made for the support, dev, and long-term angle, but if any of the FAANGs or big players decided to eat their lunch they probably could.
He reckoned they could get something comprehensive and mature enough, with a real customer base, to offset the build effort and thus get acquired.
