I think you're right that Microsoft's AI moat (adding to the productivity/office suite) will be hard to copy, even for Google. That being said, maybe Apple can arrive late to the party with creative apps that add AI? (Similar to the types of things Adobe is doing)
I think you're right that Microsoft's AI moat (adding to the productivity/office suite) will be hard to copy, even for Google. That being said, maybe Apple can arrive late to the party with creative apps that add AI? (Similar to the types of things Adobe is doing)