Very valid points, agreed.

I suppose my interest is more in the long-term durability in such companies.

I am thinking that some years ago everyone with a Windows PC had to buy an antivirus SW and then MS added Defender.

And then (in reverse) Windows had Solitaire and Pinball and now they don't.

Right now ChatGPT does 'ten things'. I believe it will be like Amazon. Allow you to build your shop-in-a-shop, and then once they see that they can jump this number from 'ten' to 'twenty', they will start offering the extra services/products within the same price, and cut the wrappers 'organically'. Unless those wrappers innovate and improve forever. Or until ChatGPT will M&A those small wrappers.