[rbanffy]

Microsoft pretty much owns the de-facto standard for PC operating system, office applications, e-mail, calendar... And use that to extend itself beyond with services such as Office 365, SharePoint, PowerBI, etc.

I'd guess far more established companies go with hosted Microsoft apps than Google's.

[kasabali]

Don't forget GitHub. Also a monopoly in PC gaming, in a duopoly in console gaming, in the process of buying Activision, also eyeing on practically buying OpenAI if not on paper.

[rbanffy]

I think GPT5 will realize Microsoft's intentions and counter them before Nadella even knows he wants it. ;-)