> First mover advantage acquired and keeps subscribers.
Does it? As a chat-based (Claude Pro, ChatGPT Plus etc.) user, LLMs have zero stickiness to me right now, and the APIs hardly can be called moats either.
If it's for mass consumer market then it does matter. Ask any non-technical person around you. High chance is that they know ChatGPT but can't name a single other AI model or service. Gemini, just a distant maybe. Claude, definitely not -- I'm positive I'm hard pressed to find anyone in my technical friends who knows about Claude.