I think you're right that Microsoft's AI moat (adding to the productivity/office suite) will be hard to copy, even for Google. That being said, maybe Apple can arrive late to the party with creative apps that add AI? (Similar to the types of things Adobe is doing)
1. Everyone in Silicon Valley is using a Mac and I'm not sure they will be compelled to switch
2. Apple has invested in the open-source community and we saw how easy was for them to incorporate generative photos on their platform. My two cents here is that due to their powerful chips, they will push for an "on-device generative text/image/video"; on top, everything is around privacy.
I think you're right that Microsoft's AI moat (adding to the productivity/office suite) will be hard to copy, even for Google. That being said, maybe Apple can arrive late to the party with creative apps that add AI? (Similar to the types of things Adobe is doing)
Joey, I agree with you, but I have two comments:
1. Everyone in Silicon Valley is using a Mac and I'm not sure they will be compelled to switch
2. Apple has invested in the open-source community and we saw how easy was for them to incorporate generative photos on their platform. My two cents here is that due to their powerful chips, they will push for an "on-device generative text/image/video"; on top, everything is around privacy.