I don't think first mover is going to matter. I think the race to be first is a waste of money. Deepseek sort of showed that LLMs aren't signicantly protected from duplicating results. AI will drastically change how we deal with 3rd party services. Third party services are going to have a very hard time locking in users. You can't lock me in if I can get AI to scrape my data out and translate it into data another provider uses. Going forward I am of the opinion the winners will be the innovators that can create intuitive interfaces. Innovation alone won't be enough. Someone else can rebuild your concept with a better interface.
Edit: fixed intent.