I've heard others take this stance, but a common response so far has been "Poe is so small as to be irrelevant", "I forgot it exists", etc in the grand scheme of things here.
(i) they allowed customized agents and a store of these agents.
(iI) they had access to GPT-32k context length very early, in fact one of the first to have it.
Both of these kinda became pointless after DevDay. It definitely kills Poe, and I think that itself is a conflict of interest, right? Whether or not it's at a scale to compete is a secondary question.
Either way, Adam's conflict of interest is significant, and it's staggering he wasn't asked to resign from the board after launching a chatbot-based AI company.