Microsoft(US:MSFT) Z Potentials·2025-06-25 02:44Core Viewpoint - OpenAI is preparing to launch new collaborative editing features in ChatGPT, which will allow users to edit documents and communicate through chat, directly competing with Google and Microsoft [1][2]. Group 1: New Features and Competitive Landscape - OpenAI designed collaborative software for ChatGPT over a year ago, with the first step being the introduction of a feature that simplifies document and code drafting using AI [2]. - The introduction of collaborative and multi-user chat features will pose a more direct challenge to Microsoft's core business [2]. - These new features align with CEO Sam Altman's strategy to position ChatGPT as a "super-intelligent personal assistant," despite the application primarily targeting consumers [2][3]. Group 2: Strategic Implications - The collaborative tools and potential document storage features could make ChatGPT more appealing to enterprises, which have been purchasing subscriptions to the chatbot [3][5]. - OpenAI's efforts to develop personal AI devices, web browsers, and social media-like information streams for ChatGPT users reflect a strategy to control user and enterprise network access and workflows [3]. Group 3: Market Dynamics and Revenue Projections - OpenAI's subscription revenue from enterprise users, including teams from companies like Moderna and T-Mobile, continues to grow, with recent discounts on subscriptions causing dissatisfaction among Microsoft employees [5]. - OpenAI anticipates that enterprise subscriptions to ChatGPT will generate approximately $15 billion in revenue by 2030, a significant increase from $600 million in 2024 [5].