Maybe. In practice though being difficult-to-clone is already rarely a moat for software startups; even if it's true, usually a sufficiently funded competitor can at least fake having working technology for long enough to steal market share.
I'd bet money that the bigger factor here is going to be the fact that there are a lot of "big if true" ideas, where the current difficulty of implementing them prevents them from getting implemented, because it's hard to go out and raise money for something when no one has strong conviction that it's possible to build or that there will be market demand. But once they get sufficiently easy to build, then suddenly it becomes rational to go out and try them.
Whereas currently, I have lots of ideas that would yield fuck you money if they worked, but it's too disruptive to have to clear my calendar for six months to go out and execute on any one of them.
I'd bet money that the bigger factor here is going to be the fact that there are a lot of "big if true" ideas, where the current difficulty of implementing them prevents them from getting implemented, because it's hard to go out and raise money for something when no one has strong conviction that it's possible to build or that there will be market demand. But once they get sufficiently easy to build, then suddenly it becomes rational to go out and try them.
Whereas currently, I have lots of ideas that would yield fuck you money if they worked, but it's too disruptive to have to clear my calendar for six months to go out and execute on any one of them.