> To really underline this, Microsoft itself is rolling out Claude Code to internal teams, despite (obviously) having access to Copilot at near zero cost, and significant ownership of OpenAI. I think this sums up quite how far behind they are

I think it sums up how thoroughly they've been disrupted, at least for coding AIs (independent of like-for-like quality concerns rightly mentioned elsewhere in this thread re: Excel/Python).

I understand ChatGPT can do like a million other things, but so can Claude. Microsoft deliberately using competitors internally is the thing that their customers should pay attention to. Time to transform "Nobody gets fired for buying Microsoft" into "Nobody gets fired for buying what Microsoft buy", for those inclined.