Those moats are pretty weak. People use Apple Idioticnaming or MS Copilot or Google whatever, which transparently use some interchangeable model in the background. Compared to chatgpt these might not be as smart, but have much easier access to OS level context.
In other words: Good luck defending this moat against OS manufacturers with dominant market shares.
What you are overlooking is the fact that AI today and especially AI in the future is going to be about integrations. Assisted document writing, image generation for creative work, etc etc. Very few people will look at the tiny gray text saying "Powered by ChatGPT" or "Powered by Claude"; name recognition is not as relevant as eg iPhone.
Anecdotally, I used to pay for ChatGPT. Now I run a nice local UI with Llama 3. They lost revenue from me.
> Name any other ~~AI~~ company with better brand awareness and that argument could make a little bit of sense.
I just gave you three of them. Right now a large share of chatgpt customers come from the integration provided by those three.
> "Anyone could steal the market, anytime" and there's a trillion USD at play, yet no one has, why? Because that's a delusion.
Bullshit. It is not about "stealing" but about carving a significant niche. And that has happened: Apple In happens in large parts on device using not-chatgpt, google's circle to search, summaries etc use not-chatgpt, copilot uses not-chatgpt.
Those moats are pretty weak. People use Apple Idioticnaming or MS Copilot or Google whatever, which transparently use some interchangeable model in the background. Compared to chatgpt these might not be as smart, but have much easier access to OS level context.
In other words: Good luck defending this moat against OS manufacturers with dominant market shares.