They are desperate to find a moat cause models aren’t much more than a commodity.

What they might not realise is that stuff/services like these (ChatGPT Sites) are probably not much of a moat either in a world where majority of population has access to increasingly better models capable of building competitors in days if not hours. Even if they restrict usage of their models when it comes to creating competitor services there will always be other models that you can use to build competitor.

What is happening is that their products are putting people out of work but at the same time they are also enabling anyone to easily build competitors to their own products and are thus putting their own services “out of work”. They are essentially eating their own tail. Ouroboros. Is noone seeing that?

The only truly lasting moat might be hardware/compute. At least for now.