There aren't any insurmountable large moats, plenty of open weight models that perform close enough.
> CO₂ emissions
Different industry that could also benefit from more competition ? Clean(er) energy is not even more expensive than dirty sources on pure $/kWh, we still do need dirty sources for workloads like base demand, peakers etc that the cheap clean sources cannot service today.
There aren't any insurmountable large moats, plenty of open weight models that perform close enough.
> CO₂ emissions
Different industry that could also benefit from more competition ? Clean(er) energy is not even more expensive than dirty sources on pure $/kWh, we still do need dirty sources for workloads like base demand, peakers etc that the cheap clean sources cannot service today.