I don't think user base is a moat, at least not for tooling like this. Switching costs is practically zero, as evidence by how quickly Cursor came up and ate Copilot's lunch. Presumably all of Cursor's users switched away from VS Code or another editor. How did that moat go for them?
That’s not a moat when it comes to tooling like this, I can and will cancel my sub when I try something objectively better, there is zero lock in, even if I make a poor choice I can come back.
This is not a moat, the fact there are a bunch of companies hot on their heels proves this too.
If all your peers are using a thing, it's really hard to convince entire industry to switch even if something better is available.