ChatGPT's moat is their name and user habit. People who are using it will keep using it. All/most of the products are _good enough_ for the people who already got used to using them, that they arent exploring competitors.

Microsoft has the chance of changing habit the most by virtue of being bundled into business contracts that have companies with policies not allowing any other product in the workplace.

> ChatGPT's moat is their name and user habit. People who are using it will keep using it. All/most of the products are _good enough_ for the people who already got used to using them, that they arent exploring competitors.

They have a long way to go to become profitable though. Those users will get less sticky when openAI starts upping their pricing/putting ads everywhere/making the product worse to save money/all of the above.

> business contracts that have companies with policies not allowing any other product in the workplace.

Elaborate please. Are you saying that MS is forcing customers to make Copilot the only allowed LLM product?

Not quite, but in effect.

Microsoft has contracts to provide software to companies. Companies have policies that only provided software and ai is allowed. Ipso facto

Agreed, too early to write off others entirely. It'll be interesting to see who comes out the other side of the bubble with a working business.

Anthropic has a fairly significant lead when it comes to enterprise usage and for coding. This seems like a workable business model to me.

I feel this is a tenuous position though. I find it incredibly easy to switch to Gemini CLI when I want a second opinion, or when Claude is down.

The enterprise sales cycle is often quite long, though, and often includes a lot of hurdles around compliance, legal, etc. It would take a fairly sustained loss of edge before a lot of enterprises would switch once they're hooked into a given platform. It's interesting to me that Sonnet 4.5 still edges Gemini 3 on SWE bench. This seems to bode well for the trajectory that Anthropic is on.