"I think people who kept saying there is no moat in AI is about to be shocked at how strong of a moat there actually is for ChatGPT."

I'm not sure that really is the case. Most non-techies I know use ChatGPT far less than they use Google search, let alone various social media apps they're addicted to.

Perhaps it is a threat to Google search, but I can't see how it's going to be threat to ad revenue from Meta, Youtube etc - the services that are actually addictive due to the content they serve. At least for me there's absolutely nothing addictive about ChatGPT. It's just a tool that helps me solve certain types of problems, not something I enjoy to use.