oh yes wait a minute Mr Sam Altman
This is a concise introduction
to one of the most realistic ways
AI can generate revenue.
OpenAI is often directly compared
with Google’s Gemini.
But I believe that comparison itself
is fundamentally mistaken.
Google is not strong
because Gemini is intelligent.
Google is strong
because it already owns
a massive, horizontally integrated service platform.
Search.
Gmail.
Docs.
Sheets.
Calendar.
Drive.
YouTube.
In terms of an information highway,
these are both highways and local roads.
Gemini is powerful
because it can move freely across all of them.
OpenAI, on the other hand,
owns something entirely different.
What OpenAI owns
is reasoning.
However, OpenAI does not own
the environments where people work every day.
It does not own email.
It does not own calendars.
It does not own the default business document layer.
If OpenAI attempts to compete with Google
on ecosystem breadth, it will lose.
Not because the models are weaker,
but because the battlefield is wrong.
So the real question is not,
“How do we beat Gemini?”
The real question is,
“Where does OpenAI’s reasoning
become indispensable?”
And that answer already exists.
Microsoft 365.
Microsoft 365 is not just software.
It is effectively the operating system of enterprise work.
Excel is where decisions are calculated.
PowerPoint is where decisions are justified.
Outlook is where decisions are negotiated.
Teams is where decisions are executed.
These are Microsoft’s highways
and local roads.
If a small, cute taxi called “ChatGPT”
is going to drive anywhere,
this is where it should be driving.
And the fare for that ride
is collected as a subscription.
Copilot already exists.
It is useful.
But it is not yet essential.
A capable secretary.
A smart assistant.
However, optional features
do not sustain subscriptions.
Only indispensable systems do.
Microsoft 365 is
where reasoning becomes indispensable.
This requires deliberately allocating
ChatGPT’s development resources
to the implementation of
core reasoning functions
inside the Office application suite.
Across Excel, PowerPoint, Outlook, and Teams,
not as generic AI features,
but as purpose-driven,
slightly specialized capabilities.
Capabilities that understand
why the work is being done,
not just how to assist with it.
Excel is no longer built from templates,
but designed from intent.
Analysis.
Forecasting.
Reporting.
Decision support.
PowerPoint is no longer created
from bullet points,
but transforms vague, unstructured language
into decision-ready narratives.
Messy thoughts
become structured stories.
Outlook and Teams
stop being communication tools
and become coordination engines.
Who needs to be contacted.
Whether a meeting is actually necessary.
In person or online.
What happens next after the meeting ends.
AI makes those determinations.
This is not simple efficiency improvement.
This is management automation.
In this model, AI is not an add-on.
It is the core engine
that makes Microsoft 365 function at scale.
Remove AI, and work slows down.
Remove AI, and coordination breaks.
Remove AI, and productivity collapses.
At that point,
subscriptions can no longer be canceled.
Upgrades become unavoidable.
Google wins
by owning services.
OpenAI wins
by owning reasoning.
Microsoft 365
is where reasoning becomes unavoidable.
This is not about making AI smarter.
It is about placing intelligence,
intentionally and precisely,
into the environments
where work is already happening.