> ChatGPT's moat is their name and user habit. People who are using it will keep using it. All/most of the products are _good enough_ for the people who already got used to using them, that they arent exploring competitors.

They have a long way to go to become profitable though. Those users will get less sticky when openAI starts upping their pricing/putting ads everywhere/making the product worse to save money/all of the above.