AI helps you but also your competition, and gets factored in by investors while customers can use it to find better deals. The whole market is different even if a company did nothing.

Whatever you can cheaply do with AI is not a moat, if there is profit in there there will be quick imitation and competition will eat away those profits.

Models can be replaced easily, harnesses & AI tools too. And if cloud inference gets too expensive there are local models keeping the cloud prices hard capped.

Probably AI won't make anyone very rich.