Agreed. Everyone seems to be making the same things with AI. I think typically the innovation is not in just the idea, but also in the timing. Harvey and Legora

Agreed. Everyone seems to be making the same things with AI. I think typically the innovation is not in just the idea, but also in the timing. Harvey and Legora are doing well not because the idea is revolutionary, but because they were early to be kingmade. That doesn't mean they are undisruptable, if we see private market valuations crash and a huge architectural disruption that makes fine tuning extremely cheap and commoditized, then all of their edge is for nought, and the KKRs of the world might as well build custom stuff using an army of consultants hosted on their vanilla cloud ala good old transformation projects. So it's not just the idea, but also the timing that matters IMO, and timing determines execution strategy.