Here's the weird thing though, as discussed yesterday [1], the Microsoft demo was totally broken as well. In the end, everyone is looking for a big platform shift (next MOBILE!!!) and hype getting ahead of reality. When we look back in 3 months we will wonder why we thought LLM/GPT type queries will replace search in all forms. https://dkb.blog/p/bing-ai-cant-be-trusted
Nothing weird about it. It's called first mover's advantage. Wanna make electric cars, you have to beat Tesla. No matter how nice your car is. If your range is worse. Booo. If your self driving is equivalent or worse, Boo. Whatever Tesla has done, you must be better at. You need better design, cheaper price, better range, better reliability else no one would notice you.
I think second mover has a better chance to succeed, even from the first mover themselves (Apple had many ideas for touchscreen devices but most flopped until the 2000s). Iteration on a good enough device or platform will always give you more success than iterating on a false premise (ex. the metaverse).