If compute or access to training data were the only issues, then companies like Meta and X.ai (Grok) should be doing better, even Google for that matter. Musk even admitted that Grok used training data from OpenAI models.

https://techcrunch.com/2026/04/30/elon-musk-testifies-that-x...

While there is no moat as such, there is still a lot of expertise that goes into training SOTA models. There's a reason Google was willing to pay $2.7B just to get Noam Shazeer back to improve Gemini.