ChatGPT dominates the consumer market (though Nano Banana is singlehandedly breathing some life into consumer Gemini).
A small anecdote: when ChatGPT went down a few months ago, a lot of young people (especially students) just waited for it to come back up. They didn't even think about using an alternative.
The consumer market is a loss leader.
That's pretty nuts. With the models changing so much and so often, you have to switch it up sometimes just to see what the other company is offering.
When ChatGPT starts injecting ads or forcing payment or doing anything else that annoys its userbase then the young people won't have a problem looking for alternatives
This "moat" that OpenAI has is really weak