> I'm really unimpressed by the velocity of feature development from these AI orgs, I don't expect them to have complete feature parity any time soon if at all.

> I'm really unimpressed by the velocity of feature development from these AI orgs, I don't expect them to have complete feature parity any time soon if at all. I feel two ways about this: one is that there's a lot of opportunity for fast moving startups. But two: how does a startup remain defensible with the giant comes along? The example is copilot: Microsoft announced it 19 months ago and still very rough around the edges and many opensource projects are doing a fairly decent job of filling in the gap in the meanwhile.