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Google will continue to integrate their own LLMs into their office suite. Microsoft needs OpenAI because their own LLM research hasn’t been as fruitful. I don’t see a huge moat here for Microsoft.

Then again, Microsoft’s office software is the “gold standard” (however poorly deserved) and even with amazing AI features, Google’s stuff lacks in important ways that will keep Microsoft in a strong position with or without AI features.

Google still has it's own platforms. If we take a look at last generation consumer AI's, voice assistants, Google definitely beat Microsoft, and not only because Cortana sucked.

Microsoft may dominate the AI market for office stuff soon, but for general purpose language models Google still has a great shot, especially when it comes to mobile platforms

The problem is that Google's model relies almost entirely on advertising...and AI will simply be almost impossible to wrap into that model. Microsoft doesn't really have that handicap.

G-suite?