[bko]

Maybe a dumb question, but why does Microsoft care? They should have good apps and if OpenAI or Claude wants to create plugins, great. That's what they're there for and Microsoft invested a lot of effort to make the new add-ins much more powerful and intuitive for this very reason. It's really nice experience compared to VBA.

It obv makes Excel much more valuable and they can gatekeep by requiring the subscription for addins.

[Centigonal]

Microsoft spent a lot of effort to develop a really powerful editing interface. If you can replace that interface with a text input box, then their applications moat becomes a lot shallower.