> ChatGPT has mindshare but that's not the same as it being a moat. Short answer: For a casual user using the chat interface, there is almost no moat. Long an

> ChatGPT has mindshare but that's not the same as it being a moat. Short answer: For a casual user using the chat interface, there is almost no moat. Long answer: there are either zero or negligible - switching costs ("would take me weeks to migrate all my files from Google Drive to Dropbox") - network effects ("can't leave Whatsapp, all my friends are there") - ecosystem lock-in ("I can't switch from iPhone to Android, my other devices would break (iMessage/iCloud/AirPods))" Right now AI is pretty much a commodity.