The immediate catalyst, it seems, is an intensifying focus on capex, or capital expenditures. Microsoft revealed that its spending surged 66% to $37.5 billion in the latest quarter, even as growth in its Azure cloud business cooled slightly. Even more concerning to analysts, however, was a new disclosure that approximately 45% of the company’s $625 billion in remaining performance obligations (RPO)—a key measure of future cloud contracts—is tied directly to OpenAI, the company revealed after reporting earnings Wednesday afternoon. (Microsoft is both a major investor in and a provider of cloud-computing services to OpenAI.)
Not going to happen unfortunately. There have been so many challengers that have failed to usurp. And the bundling and ecosystem with sharepoint is a) exceptionally useful amd b) anticompetitive. It will take a serious legal case to dislodge excel
I am honestly surprised it never happened. Ma Bell got broken up in 1984, 6 years later Microsoft office is released, like 5 years later it has a dominant stranglehold. So in like a decade all of our consumer anti-trust power went away? Crazy.