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I don't mean so much infra as in "ability to run experiments with a research paper as ultimate deliverable" (which is accessible), more like infra for production MLOps, which is hard and requires hard-won know-how
It's very much the same dynamic as software development in general -- no specific technology is a moat, but solid processes/culture are hard to copy and provide a real differentiating advantage
I am not sure I fully agree... yes culture and processes are important, but the moats often have more to do with business advantages. Google has great processes and execution, but holding and viciously defending a stranglehold on the advertising market is key.
in any event, it's surely different than, say, semiconductors, where know-how, IP, and physical plant represent an enormous moat
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