I'm not convinced this is the case. Unlike Google, ChatGPT has clear monetization channels which are not advertising, like ChatGPT+, which is already doing very

I'm not convinced this is the case. Unlike Google, ChatGPT has clear monetization channels which are not advertising, like ChatGPT+, which is already doing very well, and it's easy to imagine further channels which allow access to specialized models. Additionally, unlike Google, you can only really get away with making your service crappy when you have such a strong moat that it's still significantly better than the competition. The only moat OpenAI has is its model, which is proving a lot easier to replicate than Google circa 2008's moat.