> Do we see strong moats that are going to cause monopoly in AI?
Ownership of the capital assets used to train and inference new models. Yes, we may end up with more than one firm. But as we see with big tech today, a small number of fantastically wealthy firms in "competition" does not an open market make.
Somehow you have to argue either that society itself is bad, or that math is somehow different from all these other human activities.
I think the obvious fact that people prefer to live in places with large commercial organizations shows they don't really care about that, at least to the point of foregoing the benefits these organizations bring.