The core technology doesn't have to be the moat, the same way word processing algorithms didn't become a moat. Someone will build product(s) on top of LLMs which tons of non technical users will use, and those products will not be easily dispoable for non technical users. Most non technical users find it hard to change messaging apps just for the UI sake, even if all contacts are there. They will definitely stick to their equilibrium LLM products.