I’d say OpenAI branding is a moat. The ChatGPT name is unique sounding and also something that a lot of lay people are familiar with. Similar to how it’s diffic

I’d say OpenAI branding is a moat. The ChatGPT name is unique sounding and also something that a lot of lay people are familiar with. Similar to how it’s difficult for people to change search engine habits after they come to associate search with Google, I think the average person was starting to associate LLM capabilities with ChatGPT. Even my non technical friends and family have heard of and many have used ChatGPT. Anthropic, Bard, Bing’s AI powered search? Not so much. Who knows if it would have translated into a long term moat like that of Google search, but it had potential. Yesterday’s events may have weakened it.