$Microsoft(MSFT)$ $Alphabet(GOOG)$ Bull case for GOOG over MSFT right now: G Suite started with all the relevant data to provide model context in the cloud by default. Outlook 360 has been catching up, but default user behavior is still to work of a hard disk and collaborate over email.
If Google is quick on its feet (big if for such a large company), they'll capitalize on that slight advantage by offering much more useful responses based on org-specific data. By the time Microsoft catches up, perceptions of who's behind may already have shifted too far.
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