The minute you can put an iCloud email on your corporate domain, REALLY manage your Apple fleet centrally from a web portal without Jamf, and properly use iCloud for business, Apple wins on every front.
Spending years collaborating with Microsoft over platform SSO was a train wreck and a waste of time (we waited years and nothing works, all the Microsoft stuff is full of bugs).
And why does this make sense? Most of Microsoft’s profit is Office 365, and a decent chunk of Google’s revenue is Workspace; Apple has a chance to go after it all.