I think he is absolutely correct that successful LLM products will have a moat. Unlike with previous novel technologies it seems like incumbents actually have the upper hand. Hard to imagine a startup competing with the new Microsoft 365 copilot.
Microsoft will be able to build a better integrated assistant for their walled garden than any third party. It is also hard to imagine millions of businesses dropping Office for some completely new solution. Unless its REALLY novel & incredible of course
Microsoft will be able to build a better integrated assistant for their walled garden than any third party. It is also hard to imagine millions of businesses dropping Office for some completely new solution. Unless its REALLY novel & incredible of course