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If something does not add up, just follows the money or who is going to benefits the most.

After more than 20 years Microsoft has been a bridesmaid but never a bride of the burgeoning of Internet business. Remember that it's all started by the failed attempt at masquerading IE as part of Windows OS to overtake Netscape. Then during the same time it was surprised and overtaken by 'do no evil' Google for Internet searching (anyone remember MSN and Live search before Bing) and email (Hotmail and then Outlook.com). Not long after that, the 'successfully annoying' Internet bookstore Amazon for e-commerce and cloud computing plus hosting. Not to mentioned Apple that was the darling of consumer Internet based market for at least fifteen years now with iPhone and App Store, and anything in between these two Golden Ducks that catapulted Apple as the first ever to reach 1-trillion USD company and then the first 3-trillion company market values.

And then suddenly out of the blue, a very strong contender for Google emerged since (Internet) time immemorial based on Google own invented AI algorithm, that mainly utilized MS Azure cloud for its operation with its own new shining GPT app market place to compete with App Store. Apparently this new-kid-on-the-block is operating under MS umbrella can now become a natural and intuitive front-end for anyone shopping online and a potent alternative to the unpopular Alexa. By usurping OpenAI, MS can kills (or injured) three birds in one stone, so to speak namely Google, Amazon and Apple, the biggest of the FAANG that MS is not even in the SV most popular unicorn acronym soup. MS need to move fast and swiftly since there is no moat in this field, as Google wisely pointed out. All this can be speculative at best until someone found the Halloween document 2.0.




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