It doesn’t matter. Microsoft has a monopoly on the desktop, and they have no qualms using it to displace competing products. They did it with Teams, and they’ll keep doing it because they know there’s no appetite for anti-trust prosecution anymore (or maybe they feel comfortable arguing they’re no longer a monopoly because they have no presence in mobile).
Every procurement team is going to point to copilot, saying it’s included with the other Microsoft services a company is already paying for, so duplicate AI products won’t be approved for purchase.
Microsoft is laying claim to the desktop real estate, so in a few more generations of the technology, they’ll have the customers and competitors will already be starved out.