> 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.

The danger to a moat is erosion not invasion.