At least from some smaller marketing companies I know that isn't necessarily true. They often have Gemini or Copilot and Claude nowadays and before Claude it was ChatGPT.

The moat is way smaller than with Office or Gsuite because they feed data into the chat interface and it gives them an answer. The moat for Gsuite and Office is higher because you have to move all your data and reorganize it. Oh and everyone has to learn how to use the new software clients.