Buy MSFT by Jul 17, 2026.

Google has been offering doc, slides, sheets FOR FREE for the last 10 years. I'd argue it has all the same if not better functionality. But Microsoft office is all about network effect not the functionality. When your vendor and your customer send you .xlsx and .pptx, and you don't have office license, you end up stuck in 'file conversion limbo' every time. Anthropic could likely build a standalone document, excel applications like what they do with design application, yet …