I agree with this. However, what will be interesting is if the price of delivering ChatGPT-style experiences drops as the industry matures/advances, and their

I agree with this. However, what will be interesting is if the price of delivering ChatGPT-style experiences drops as the industry matures/advances, and their pricing moat erodes. Unlike Uber - where prices are dictated by factors unlikely to move significantly (Labour / Vehicles / Fuel / etc), The LLM space doesn't have these types of overheads.