The Financial Times has struck a deal with OpenAI to train AI models on the publisher's archived content, allowing ChatGPT to respond to questions with short summaries from FT articles. OpenAI has also been in talks with Apple about generative AI for iOS 18. The challenge for OpenAI is to maintain a competitive edge in the rapidly evolving AI landscape, especially with the open-source community making advancements in models like GPT-3. Google's play in the future could involve a combination of ad-supported and subscription-based models, as well as incorporating ads into generative responses. Meta (formerly Facebook) is focused on generating engagement and personalization, while OpenAI needs to differentiate itself through features and lock-in. The future of OpenAI's moat is uncertain, as competitors continue to develop their own AI models and the open-source community makes advancements.