I also think that this is the best approach for businesses wanting to adopt AI to automate, streamline, etc their business.

The problem they have is that this is not a moat - their approach is easily reproducible.

If they can pull ahead in having the most number of pre-trained models (one for this ERP, one for that CRM, etc) and then being able to close sales to companies using these products and sell them on post-trained (give us your specific ERP customisations and we'll give you access to a model that is tailored to your business), then THAT is a moat.

But they need to do this without fanfare. Just close sales, and keep closing, basically. After all, even if other AI providers copy the process, the moat would already have been established for Mistral.