What you refer as 'the underlying code' isn't the real underlying code, the underlying code is the model. Your underlying code is just the runtime, which is commercially the least interesting part (which is why it is/will be/ open sourced). Both the model and the integration are way more interesting commercially. I'm sure the code Microsoft has to integrate their assistant to Windows is way more than hundreds of lines. How long until GNOME/KDE even start on something similar? Probably not before 2030.
Anyway, I treat OpenAI and Microsoft as two sides of the same coin given level of integration between the two. It's arguable the Microsoft has the upper hand here but OpenAI is their main LLM talent. [EDIT: I don't see MS switching backends from a backend they control, especially when performance apparently is adequate enough already and the real cost isn't licensing the code, but Azure, so open source doesn't necessarily have an advantage here.]
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What you refer as 'the underlying code' isn't the real underlying code, the underlying code is the model. Your underlying code is just the runtime, which is commercially the least interesting part (which is why it is/will be/ open sourced). Both the model and the integration are way more interesting commercially. I'm sure the code Microsoft has to integrate their assistant to Windows is way more than hundreds of lines. How long until GNOME/KDE even start on something similar? Probably not before 2030.
Anyway, I treat OpenAI and Microsoft as two sides of the same coin given level of integration between the two. It's arguable the Microsoft has the upper hand here but OpenAI is their main LLM talent. [EDIT: I don't see MS switching backends from a backend they control, especially when performance apparently is adequate enough already and the real cost isn't licensing the code, but Azure, so open source doesn't necessarily have an advantage here.]