Literally every other company has a conversational chatbot ( eg Gemini). Theres nothing sticky about chatgpt; if they raise prices users will immediately switch to another chatbot.
I think it really is different though because there's no network effect required for ChatGPT. Unless you're talking about the training data they get from those users which probably is invaluable.
Anyone can start making sponsorship deals and putting their AI into some service. And if that's really the secret sauce then AI firms will have to pay for it instead of people paying them to ask questions.
But chatbot don't really have any network effect, compared to Facebook etc. There isn't any added value two people using ChatGPT together. The new sora network, will have said network effect.
What's facebooks moat? There's tons of social media sites. Facebooks moat is the 3b users.
This comment is so idiotic it's starting to annoy me.
"WHaTs tHe MoAt" for a company with almost 1b active users