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What about first mover advantage though? Some people believe it's all about being first to market then let others have to convince people to switch to their products. I also think velocity won't matter. But I don't think the companies pushing their employees to use AI are thinking of anything other than "others are using AI and moving fast therefore we need to keep up".

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I don't think first mover is going to matter. I think the race to be first is a waste of money. Deepseek sort of showed that LLMs aren't signicantly protected from duplicating results. AI will drastically change how we deal with 3rd party services. Third party services are going to have a very hard time locking in users. You can't lock me in if I can get AI to scrape my data out and translate it into data another provider uses. Going forward I am of the opinion the winners will be the innovators that can create intuitive interfaces. Innovation alone won't be enough. Someone else can rebuild your concept with a better interface.

Edit: fixed intent.

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