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.
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.