> While I don't disagree with you here, that's a helluva big bet.
And yet, one that Microsoft has the best chances. Apple has all but zero presence in BigCorp outside of social media and creative teams. Google has its Workspaces thing plus its web wannabe-equivalents to Office, but that's it. And AWS is an infrastructure provider.
Microsoft in contrast? They're everywhere and most importantly, whatever is in Office 365 automatically has the "compliant" checkboxes ticked for auditors. And MS can easily ride the time until AGI or something coming reasonably close to it is marketable on that moat.
And yet, one that Microsoft has the best chances. Apple has all but zero presence in BigCorp outside of social media and creative teams. Google has its Workspaces thing plus its web wannabe-equivalents to Office, but that's it. And AWS is an infrastructure provider.
Microsoft in contrast? They're everywhere and most importantly, whatever is in Office 365 automatically has the "compliant" checkboxes ticked for auditors. And MS can easily ride the time until AGI or something coming reasonably close to it is marketable on that moat.