Comment by robertjpayne

This right here. AI has no moat and none of these companies has a product that isn't easily replaced by another provider.

Unless one of these companies really produces a leapfrog product or model that can't be replicated within a short timeframe I don't see how this changes.

Most of OpenAI's users are freeloaders and if they turn off the free plan they're just going to divert those users to Google.