Yes, but open ai is not an investor, it's the company. They don't have to follow this logic, they can build something without thinking of the moat, and succeed anyway.

The moat is a priority for rent seekers, but most successful builders didn't start by that.

Coca cola, Mac Donald, Gillet and all the Buffet favorite children didn't grow by thinking moat first. The moat was built on the way, sometimes very late.