It definitely is. Having the best product and being able to maintain that best-in-class product status over time through a firm's 'internal capabilities' is very much a moat and a strong one at that. A moat is the business strategy sense is anything that enables a firm to maintain competitive advantage. Having the best product in a category, and being able to maintain that over releases is a strong competitive advantage (especially when there is high willingness to pay or price is a strong competitive dimension compared to the value created).
That's not a real moat except in one sense: if it is really expensive to get to the level to compete, and you know a competitive market would bring margins near zero, then no competitor may actually step up. We see this in off-patent drugs, where it may have 200X margins but no competitor will go through the FDA manufacturing reapproval process because they won't actually get those margins if they begin competing on price, and then the sunk cost of getting to the competitive level isn't worth anything for them.
I think OpenAI's big moats are in userbase feedback and just proprietary trade knowledge after they stopped sharing model details. They may have made some exclusive data source deals with book/textbook and other publishers, though it isn't clear a license is actually needed for that until things work through the courts.
It definitely is. Having the best product and being able to maintain that best-in-class product status over time through a firm's 'internal capabilities' is very much a moat and a strong one at that. A moat is the business strategy sense is anything that enables a firm to maintain competitive advantage. Having the best product in a category, and being able to maintain that over releases is a strong competitive advantage (especially when there is high willingness to pay or price is a strong competitive dimension compared to the value created).