If people's MS subscription revenue were funneled into on-site devs and devops for open source solutions, we'd all live in a better world. Sure, the money wouldn't be funneled to a single ledger in Redmond, but the overall productivity would be higher and there'd be greater GDP growth in other areas.
I've heard of so many small companies with a slightly technical bent replacing their SalesForce with better CRMs that make everyone happier, thanks to AI. MS is next.
Let's make sure that dollars get funneled away from economic rent and into more productive efforts. Schumpeterian rents might exist for a bit, but they should never exist long. Microsoft's rents have lasted for too long to be economically optimal.
Plus, I guess there are office 365 outages, but the outage I personally hear more chatter about is the hosted exchange services (outlook), you will still need an email server in a post ai world, right?
They own 27% of OpenAI. I don't think that having all of them swap to ChatGPT is necessarily going to have the effect you're hoping.
However, leaders are advised by their underlings, who are swayed by their technical officers, who are charmed by the commercial arm of corporations.
The only effective path to actual change is to charm the technical officers with a product that is strictly superior in the metrics they care about. They'll then work their way up the chain.
Probably not gonna work: those "technical" officers are mouse-click engineers. IOW, they don't know much detail, but they sure as hell know where to click!
There are exabytes of documents in Microsoft formats that can be at best "read" with a significant level of data corruption in other products (formatting errors). Writing them back out with shredding them is hit & miss at best. Entire MS products have no equivalent at all that can open their file formats, such as MS Access and Power BI.
Word isn't just paragraphs, italic, and bold.
Excel has features you probably have never even heard of, but people use at scale. Things like tabular data connections using OData. It's the front-end for SQL Server Analysis Services. It has the Mashup columnar engine from Power BI built in to it. Etc, etc, etc.
These things are massive products, with deep integrations across each other, third-party software, third-party plugins, cloud products, and on and on.
There's easily several million man-years of effort sunk into the Microsoft Office ecosystem.
Switching costs are not a matter of failing to "somehow convince" people to switch.
The switching costs are on the order of trillions of dollars, not a decision to be taken lightly.
Here's some critical points everybody normally ignores in these discussion:
1) Partial switching doesn't help, because now you have two problems!
2) Everyone else has to switch too. Google Workspace people were laughing during the Outlook outage, eeeeexcept... they couldn't send or receive emails either -- because their business partners, vendors, and customers likely used Outlook.
3) The alternative with the same features, same level of integration, same commercial support, etc... is the same thing, with the same problems, but just a different brand.
You can't escape the reality of this, it is what it is, there's no nirvana that we could all achieve if we "just" did something "simple".
What does AI have to do with it? Are you proposing that we replace Excel for accounting purposes with something vibecoded? That sounds a bit nuts to me. You can pay a bit of money for mature software that will probably not fail to add 2 + 2 correctly and will not run away with your wife, so why give that up?
I actually suspect that companies such as Microsoft pushing for AI everywhere may undermine that proposition... but then, the alternative is probably LibreOffice Calc, which is eminently boring and doesn't have Copilot popping up.
What MS365 does best (for now) is being a one stop shop for user/permissions/device management and coming with outlook/exchange/Teams - nobody with purchasing power gives a shit if ppl get Excel or LibreCalc as spreadsheet, they get it because it comes with the rest.
Also: No home-grown CRM will have, in the long run, uptimes anywhere approaching e.g. Office365. You're just smearing one large outage into a lot more small ones, plus a few data losses.
That rent buys you something. The internal development buys you something very different. You might want to make a reasoned call on what you're buying instead of making GDP predictions.