> 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.