It's unfathomable to me that any of these companies have any kind of moat.

People here like to slag on google for being late to the chatbot party, but they've been using ML the entire time and integrating it into various products for ages. I kind of wonder if the only reason they were "behind" was the lawyers were less brazen about the copyright situation.

I agree with the commodity take, and I personally bet on Google eating everybody else's lunch eventually, because there's a lot of other business behind them and they can afford to undercut competitors. They aren't a one trick pony.