> But the moat is the brand recognition, if I ask my 70yo mum “have you heard of Gemini/Claude” she’ll reply “the what?”, yet she knows of ChatGPT.

Brand recognition doesn't mean a thing when it comes to a technically-illiterate audience with no control over their digital lives. In the same way that every 90s mom called a video game console a "Nintendo", everyone who gets served an LLM-generated response straight from their OS and/or browser courtesy of Google, Apple, or Microsoft will call that a "ChatGPT", and OpenAI will be powerless to stop the platform holders from intercepting their traffic.