It reminds me a lot of Dropbox and the situation where for years Dropbox's value proposition was "yea OneDrive and iCloud provide the same service, but people like Dropbox because it is independent, unbloated, and simpler to use". But over time that's become less true, and as more and more companies move to using O365, they end up getting OneDrive as part of the deal anyway. And once you're already working in an environment with OneDrive, why continue using Dropbox?