Chatgpt is like "Jeep". My grandmother calls every suv a jeep. But they're not all jeeps. AI looks like chatgpt, but people are driving all sorts of different AIs.

I would guess OAI has no moat or stickiness beyond what governments and private companies will do to keep it afloat through equity and circular financing. Good enough AI is all most need, and they need it at the cheapest cost basis possible with the most convenient access.

Google will probably win on most of these fronts unless a coalition is formed to actively fight google at the business/government level. But, absent that, it will win out over oai and oai will probably bleed to death trying to become profitable.. whenever that happens. You'll likely see their talent and corresponding salaries shrink massively along this journey.

And if you're Boris Johnson, it's pronounced like 'jeep' too!