OpenAI has close to 1 billion users which are mostly free users and will switch provider the moment OpenAI start charging them or adding ads. Which they will, as OpenAI themselves said they are losing money even with 200$ subs. So that amount of users is pretty meaningless.
Google and Microsoft have immense money printing machines. They can lose many billions of dollars for years and be fine as a business. OpenAI, not so much.
All of these have ads. And none of these have an equal value alternative. OpenAI, Claude, Deepseek, Mistral, Gemini, are mostly the same to a regular user.
Bing is mostly the same. Kagi is mostly the same. Yahoo, Yandex, etc. It's 2025. Hardly any difference. There were tens of search engines in the 90s and 2000s that were generally mostly the same. Yet, Google still won and owned nearly all search monetization.
Search was even easier to switch. At least ChatGPT has memory.
Most chat apps are the same as Whatsapp. All of them are free too.
"Ask ChaGPT" is the equivalent to "google it" in 2025.
No those are all significantly worse products, or at least were for a long time. I don't think OpenAI has anything close to a moat. They don't even have a short fence.
