>What is the moat? "We will run your inference" can't be the answer.
What was the moat when AWS EC2 launched in 2007? There were already thousands of little mom-and-pop VPS companies that would rent you a virtual Linux box with root permissions for $15/month.
What was the moat when AWS EC2 launched in 2007? There were already thousands of little mom-and-pop VPS companies that would rent you a virtual Linux box with root permissions for $15/month.