• When Everyone Has Access to the Same AI, What Actually Builds a Moat?

    The same AI tools. Completely different outcomes. Why? Duolingo plugged GPT-4 into its platform in 2023 and launched Duolingo Max. Nothing groundbreaking there — plenty of companies had access to the same model. But instead of using it as a chatbot bolted onto the side, they wove it into their subscription-and-gamification model. AI-powered roleplays. Smart answer explanations. Suddenly the AI became a reason to pay, not just a feature to play with. User engagement went up. Paid conversion went up. McDonald’s went the other direction. They spent heavily on AI — menu recommendations, voice ordering, store systems. But most of it was slapped onto existing processes. The way McDonald’s interacts…

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