Maybe there's no tangible moat still, but did Gemini 3's exceptional performance actually funnel users away from ChatGPT? The typical Hacker News reader might be aware of its good performance on benchmarks, but did this convert a significant number of ChatGPT users to Gemini? It's not obvious to me either way.

They integrated it into Google search immediately so I think a lot of people will bother less with ChatGPT when a google search is just as effective.

I think the theory is if you get to that point, it's already over.