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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 in
by plaidfuji 2y ago
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.
- gitfan86 2y agoYes, it is still a valid business model and I would expect MSFT to continue to make profits.
- physicsguy 2y agoMicrosoft don't have to use OpenAI though, they could swap that out underneath for the business applications.
- kavalg 2y agoand it is even questionable whether "bundling" AI in every product is legal wrt anti-competitive laws (i.e. the IE case)