Microsoft is in a different situation because everyone is already forced to trust them with their OS and o365. For better or for worse, there are no current alternatives to Windows and the office suite for most businesses. If you already login to your OS with a Microsoft account and process your data in Excel, adding an AI tool on top of it is not a big jump. Very few companies are in this situation.

For every other AI service providers, good fucking luck getting companies to trust you. I expect we will see a lot AI services that offer a cheap and easy to use cloud AI subsidized by a very expensive self-hosted version.

Even for a large company like Autodesk or Adobe, you might trust them with your engineering drawings and your new product design, but would you feel comfortable uploading your code base for internal tools, employee files, email communications, etc. to them? It's gonna be a hard no for a lot of businesses