It is really odd to me that people put any value on current AI platforms. Not only is the field advancing so fast that next year ChatGPT might be worthless we also have the ability to train from existing model for a fraction of the cost.
Just like people instinctively go to google for a search due good experiences with their search results in the past, new habits will be formed and people will use gemini, chatgpt, copilot etc.
So I wouldn't say any of these new AI platforms will be rendered worthless due to advancements in the field.
Enterprise knowledge context and a platform to currate that and feed it to LLMs, on the other hand...
Teams is not winning due to technical competence. It is Good Enough and bundled with the other Office products a corporation is already going to license.