I think this won't work out: AI is so popular now because it's a destination. It's been rebranded as a cool thing to play with, that anyone can immediately see

I think this won't work out: AI is so popular now because it's a destination. It's been rebranded as a cool thing to play with, that anyone can immediately see the potential in. That all collapses when it's integrated into Word or other "productivity" tools and it just becomes another annoying feature that gives you some irrelevant suggestions. OpenAI has no moat, but at least they have first mover advantage on a cool product, and may be able to get some chumps (microsoft) to think this will translate into a lasting feature inside of office or bing.