I think Google as a search engine, back when the started with ads, was really superior to others. (To the point where competitors just didn't find what I was searching for and Google had it in the top three or at least on the first page.) As for ChatGPT's advantage... I am currently subscribed there and not for others... but at least for the software engineering models, OpenAI doesn't seem so far ahead... maybe it's true for other models as well. Also it's likely that most income for the LLM provider companies will come from third parties or business that integrate APIs. And as long as all the APIs are so similar (and wrapper libraries make them compatible for many use-cases)... nobody has a moat.

This will become even more interesting once business start using the cheapest for each use-case... which often end up being some open and license free model. I imagine this could be a big part of "enterprise workflow automation". Thinking of many office jobs which don't require actual intelligence besides understanding language...