That is charitable of you. The alternative viewpoint is that they are vague about it because they have no idea what they are doing.

I'm sure they have a vision of something but I also think the moat is narrow here. A lot of what these companies thinks will be "special sauce" will be unnecessary because the frontier models are advancing 6 months from now, and survival at that point will come down to extremely proficient execution to manage to stay ahead.

(And most of these companies will not be good enough at that)