Comment by overgard

I imagine the stickiest customers would be large enterprises. You aren't going to get the evangelists to stick on a single model provider, so their best bet is probably employees who are going to have their choices dictated to them by whoever purchases the softare. (Especially in large enterprises where using an unapproved AI provider is likely not allowed, or the AI is imposed on the workers.) The question then is, how do you differentiate yourself in enterprise sales? As much as people seem to dislike Copilot, from a business standpoint "buy the extra microsoft thing in our current contract" or "buy the extra google thing in our current contract" could likely be a lot cheaper/less friction.