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> curious if anyone has ideas how an LLM provider could moat AI

By knowing a lot about me, like the details of my relationships, my interests, my work. The LLM would then be able to be better function than the other LLMs. OpenAI already made steps in that direction by learning facts about you.

By offering services only possible by integrating with other industries, like restaurants, banks, etc... This take years to do, and other companies will take years to catch up, especially if you setup exclusivity clauses. There's lots of ways to slow down your competitors when you are the first to do something.



It is better to leave this up to the «LLM browser», than the LLM. Both because of privacy and portability.




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