I don’t believe the idea that they would lose their moat. That’s like saying, any product you can copy has no moat, it’s not true at all.
chat history but is that really that important?
It's one api call from an integration stand point.
It's not a marketplace so you don't have network effects much.
the interface isn't all that much.
it's kind of a boring bot. it doesn't even tell dirty jokes.
I really do feel like this is a race to the bottom.