[adabyron]

I will be very concerned for MSFT if small companies start outperforming larger companies. That's when Microsoft's advantage disappears. If AI truly encourages smaller, flatter organizations. IMO large enterprise adoption is their moat.

[mr_toad]

Installed by default is their moat. Trying to arrange a video conference on other platforms means making sure that everyone has the client installed, which can be a real headache. Teams is the common denominator.

[ariwilson]

Google Meet doesn't require a client