Disagree. What you have in mind is already how the masses interact AI. There is little value-add for making machine translation, auto-correct and video recommendations better.
I can think of a myriad of use-cases for AI that involve custom-tuning foundation models to user-specific environments. Think of an app that can detect bad dog behavior, or an app that gives you pointers on your golf swing. The moat for AI is going to be around building user-friendly tools for fine-tuning models to domain-specific applications, and getting users to spend enough time fine-tuning those tools to where the switch-cost to another tool becomes too high.
When google complains that there is no moat, they're complaining that there is no moat big enough to sustain companies as large as Google.
I can think of a myriad of use-cases for AI that involve custom-tuning foundation models to user-specific environments. Think of an app that can detect bad dog behavior, or an app that gives you pointers on your golf swing. The moat for AI is going to be around building user-friendly tools for fine-tuning models to domain-specific applications, and getting users to spend enough time fine-tuning those tools to where the switch-cost to another tool becomes too high.
When google complains that there is no moat, they're complaining that there is no moat big enough to sustain companies as large as Google.