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The real moat is enterprise connections.

Which is why while HN is sleeping and thinking Google and MS are done in the space, Copilot and Gemini are winning most of the non-tech: it's just an extension of their current teams/cloud offerings that companies were already using.

I have asked most of my non-tech friends: chemicals, banking, insurance, consultancy. They are all on Gemini or Copilot.

 help



This doesn't really match my experience, but all I have to counter your anecdotal evidence is my own anecdotal evidence.

In my opinion, concluding that Copilot is "winning" right now is like concluding that Internet Explorer was winning while Chrome was still young. It may be technically true, but it's easy to see the writing on the wall -- that it's only winning because it is the default option available at most companies.

I have never met a satisfied Copilot user, and as a consultant I met a lot of Copilot users. It's hard to believe how totally and completely Microsoft is shitting the bed. As you point out, they have the enterprise integrations. Why can't the build a good product with them? Generational blunder, in my opinion.


Contracts, provisioning, legal, data retention, those are the hard part in enterprise.



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