> The moat here is the broader consciousness that a very very large population of people have adopted.
That's not nothing, but switching costs are very low, and an alternative could arise faster than the switch from Friendster to Myspace or Myspace to Facebook.
Specially because there are no network effects and no lock in.
Only lock in could be if they become smart enough to truly know you and small preferences as a person that would be hard to repeat all the nuances to the next chatbot
Me and my coworkers pass around opinions about what LLM does what task better. The only conclusion is that they are 100% interchangeable, some prefer ChatGPT over Claude, and that just means that when ChatGPT credits get exhausted, they switch tab to Claude, Gemini or whatever their second option is. If ChatGPT started charging money or closed, they won't care at all.
For production workloads, the LLMs are interchangeable.
As a product, ChatGPT + Python + web search + the interface are miles better than anything else except in some use cases I find Google’s NotebookLM to be a better product