When the price is $0, the competitor has to be substantially better for consumers to switch. Bing reached quality comparable to Google, but never noticeably ex

When the price is $0, the competitor has to be substantially better for consumers to switch. Bing reached quality comparable to Google, but never noticeably exceeded it. So people didn't switch. OTOH, the switch from Netscape -> IE6 -> Firefox -> Chrome did happen. But when the price is non-zero, that gives another dimension to compete on, and monopolies without significant barriers are much less common. It looks like good LLM's are going to have a price tag, so a monopoly is going to need a moat.