OpenAI and Anthropic have both transitioned into product companies. ChatGPT (the app) and Claude are both one-click installs that just work. People and businesses with pay for this.
People will also pay for the best (or the perception of being the best). Since it's hard to tell what "intelligence" really means model to model, there's a sense of safety in giving a task to the "best".
Microsoft has been releasing dog shit insanely overpriced software with decent alternatives for decades and is still used in every single company I work for or with.
Your take is the "current year is the year of the linux desktop" meme of "ai"
I don't think anything comes close to Microsoft's offerings. Macs suck. Ditto Linux.
cfengine is 33 years old
People use them, if for no other reason, because they are cheap, or are part of the Chromebook generation and have gotten used to it
Of their suite, Presentation and Sheets are the only ones people really have gripes about, Sheets by power users because it isn't Excel and it can never be, and Presentations because it's the ugly duckling of the suite
Even 5.2 is doing really well in comparison here: https://labs.scale.com/leaderboard/sweatlas-refactoring