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I mean, I think they still do have an edge - ChatGPT is a great app and has strong consumer recognition already, very hard to displace.. and MSFT has a major installed base of enterprise customers who cannot readily switch cloud / productivity suite providers. So I guess they still have an edge it’s just nore of a traditional edge.

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Microsoft don't have to use OpenAI though, they could swap that out underneath for the business applications.

and it is even questionable whether "bundling" AI in every product is legal wrt anti-competitive laws (i.e. the IE case)

Yes, it is still a valid business model and I would expect MSFT to continue to make profits.

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