> And “once they sell ads, they’ll lose all their users!” As if that happened to FB, Google, YouTube, or Instagram…
Don't all those examples have network effects as a moat? As in, once the userbase is in, they lose quite a lot of value by switching to a competitor.
What value does a ChatGPT user lose by switching to a competitor?
Do you really believe ChatGPT will lose significant users?
Do you really believe that in your heart of hearts? Or are you trying to be the HN comment contrarian?