AI vendors are coming for the office suite, and enterprises have to decide how much of the workday to hand them

For three years, enterprise AI has followed one pattern: ask the assistant, then copy the answer into the tool where the work happens. That tool has almost always been Microsoft’s. However, recently, the AI vendors decided to stop being a side window. OpenAI introduced a shared workspace inside ChatGPT on September 29. On November 10, Anthropic followed with Claude Whiteboards, Claude Sheets, and Claude Meetings in beta, and moved Claude Dashboards to general availability as Claude Data. Meta is in the mix too, with a Muse agent that builds small apps on the fly.

None of the three has Microsoft’s installed base. Together, though, they are contesting the one thing that base was built on: the place where a vague idea becomes a plan, a budget, a deck, or a dashboard. For enterprises that have standardized on Microsoft 365, that is both a competitive opportunity and a governance problem.

Why...

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