OpenAI just lost Enterprise
Google and Microsoft now include their GenAI offerings in their enterprise bundles, OpenAI is out in the cold
Recently Microsoft and Google announced that for their enterprise customers their AI solutions are now part of the bundle (M365 has Co-Pilot1 and Workspace has Gemini2).
After spending the last few weeks using all 3 services I can say the lines of delineation are going away. A year ago I felt OpenAI’s ChatGPT was miles ahead in terms of results and UX, but that moat seems to be gone. I’ve been using Gemini and CoPilot chat more often and getting great results in some cases better than what I got from ChatGPT.
Microsoft has 3 million companies paying for M365, Google workspace has 6 million. If you fall in that bucket your general AI tool question just got a lot simpler. These tools are integrated into your suite of tools. Co-Pilot chat can answer questions using documents in one drive/sharepoint or emails or chats. Workspace can do the same. No need for the research and the memos comparing all the general LLM tools, for 80% of your users the problem is solved. Use the tool you just got for “free3.”
Some more thoughts
There definitely is still a reason to go multi-LLM, and having a few licenses to OpenAI or Claude makes sense, but it doesn’t make sense anymore to equip your whole enterprise because you already have a tool that’s good enough and only getting better. The LLMs that aren’t built into enterprise tool bundles are going to be out in the cold, picking up the companies not on Google or Microsoft or the smaller groups of pro-user licenses.
Some more more thoughts
I know OpenAI and Microsoft have a partnership, and Co-Pilot chat currently runs GPT-4o, so OpenAI probably gets some of the benefit of all the use that Co-Pilot chat will get.
https://www.microsoft.com/en-us/microsoft-365/blog/2025/01/15/copilot-for-all-introducing-microsoft-365-copilot-chat/
Bundle prices will probably rise to bake in the cost