Those companies at least had somewhat of a moat.

As I see it, the only thing close to a moat is CC for Anthropic, and since it is a big ol' fucking mess that is a) apparently now beyond the ability of any current SOTA LLM to fix, and b) understood by absolutely no human, I'd say it's not much of a moat. The other agents will catch up sooner rather than later.

The other providers? I don't see a moat. We jump ship at the drop of a hat.