The best moat is that their technology is used by microsoft - who forced it on tons of paying subscribers. Of course microsoft can switch to a better model, bu

The best moat is that their technology is used by microsoft - who forced it on tons of paying subscribers. Of course microsoft can switch to a better model, but a better model will not easilu build such a such a big subscriber base. Now openai is powering tons of microsoft tools which are used by tons of people due to office integration.