[ttul]

Google will continue to integrate their own LLMs into their office suite. Microsoft needs OpenAI because their own LLM research hasn’t been as fruitful. I don’t see a huge moat here for Microsoft.

Then again, Microsoft’s office software is the “gold standard” (however poorly deserved) and even with amazing AI features, Google’s stuff lacks in important ways that will keep Microsoft in a strong position with or without AI features.