Due to the way Microsoft does sales to enterprises, there’s no incentive for its software to be any good or even compete directly with anyone else… as long as it ticks the right boxes, the people making purchasing decisions are fine with it (it’s bundled in with something critical like Excel anyway).

If the gov really took an expansive view of antitrust, it would break up software bundling and require ala carte pricing per app, defined as a single primary use case.

This will become all the more important as OpenAI/Anthropic start bundling all of their products together and putting existing SaaS out of business for no reason other than to get some crucial model or capability, companies have to buy the whole bundle.