[thorncorona]

I wouldn't underestimate Microsoft either. They are much more successful at enterprise than Google or ChatGPT, and are one of few companies to compete successfully in almost every tech vertical.

[Spooky23]

Agreed. But Microsoft is IBM. They are slow, and they have to herd a lot of cats with their enterprise customers, internal sacred cows, and partners.

3-4 years they’ll have the killer app for Office, then they rocket ship.