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  1. AI competitive advantage has shifted from raw model performance to distribution, default integration, and enterprise workflow embedding. Platforms win by reducing friction and protecting data sovereignty.

    Impact: Companies prioritizing seamless integration and B2B distribution will capture sustainable market share, while pure-play model developers face valuation compression without clear monetization paths.

    — from Navigating Market Volatility, AI Integration, and Portfolio Strategy · Alles auf Aktien – Die täglichen Finanzen-News· Aug 01, 2026