Personally, I dont think this is going to be a space where one company "wins the market". Whats best for developers is having flexibility and choosing the right tool for what their building and their team. So I'm hoping that these products become/stay more open and let people pick them up and drop them as needed.
On the differentiation front.. there's some common differentiation points, but to your point there's going to be someone doing things like you when theres more and more competitors.
Also - brilliant job with Codenvy! You're one of the pioneers in the field. When we started Nimbus we did our research (even talking to the folks at Koding, NitrousIDE, etc)