Microsoft bundles enough things at a low enough price that it seems silly not to use Microsoft if you are a corporation, because the alternative is to buy a number of different SAAS products (which are generally superior) at a higher price and have to deal with half a dozen to a dozen vendors.

I will be very concerned for MSFT if small companies start outperforming larger companies. That's when Microsoft's advantage disappears. If AI truly encourages smaller, flatter organizations. IMO large enterprise adoption is their moat.

The only strategy that can work against Microsoft is a full broadside. You can't try beat them in just one niche, you have to go after the whole tech stack they offer. That's what I'm willing to try doing.

Yes, exactly, would I bet that Microsoft’s products are inferior in quality to others. Yes.

Would I bet that other humans would believe that? Nope.