This doesn’t seem right. What is Microsoft supplying? Windows which is used almost exclusively to access some web service CRUD form. All of these services are made by third party vendors. Any number of OSes could do that from linux based or ChromeOS or MacOS… probably even iOS. There are some legacy win desktop apps that are slowly getting replaced or they are run in VMs.

The Microsoft servers are most likely azure running linux. Thats quite possible to replace by any number of vendors.

The main MOAT microsoft has are the contacts and the lobby. There always is some politician around fighting for Microsoft because they like Outlook more than Thunderbird.

It’s also reason why i think they will keep their dominant position. Even though the idea they provide something rare is increasingly more untrue.