How are the numerous conversational AI companies differencing themselves?
May be I am naive, but these conversational AI companies like open AI, Anthropic et al more or less do the same thing. They are extremely generic in functionality and so each of them strive to do everything. How are they able to differentiate? Even more so, all of them will achieve scale over time. What is the moat for someone like open AI? Is it that they are first and so have users? Enterprise users?