IMO the rankings of publicly available LLMs are:

1. GPT-4

2. Claude 2

3. Bard

4. Llama/Alpaca

5-98. [Unclaimed]

99. SmarterChild AIM bot

100. Cohere

All joking aside, I do agree with the sentiment that no one generally has any type of defensible moat at the moment. OpenAI has found a great balancing act between first mover advantage, marketing, customer adoption, and enterprise sales. They are executing at a high level. Anthropic (Claude) has a wonderful product but is lacking in consumer adoption and sales, though I think they're working on fixing that.