Microsoft is a buffet. You can get anything you want but it’s rare people leave a buffet saying “Man that food was great!”
Usually people go to different places for different things of better quality. This is clear because there are lots of very successful competing products to Microsoft’s buffet.
The only moat I’d say Microsoft actually has is Excel. And maybe Powerpoint.
Everything else can be replaced easily and often with a far better dish.
Your analogy is apt, but can be extended a bit further to show why MS is so successful.
Imagine organizing a meal out for 5 people. Easy. Despite the vegan, gluten free, kosher, high protein, lactose intolerant, no-fish, only fish, carb free dietary requirements there are lots of places to choose from. You can even order from 5 places and get 5 meals delivered.
Now do that for 50. Or 500. Or 50 000. Sooner or later you start going to buffets. Sooner or later the food becomes very bland.
You judge your software purchase for yourself based on features and moral principles and likely price.
Business doesn't really care about features. It does care about suppliers. It does care about the reliability of the supply chain. It doesn't care about price (at least not at the Windows / Office price point.)
I've been a supplier to corporates. The paperwork (and commitment) is substantial. Insurances, liabilities, support levels, release procedures, accountability,,,, it goes on for days.
The moat MS has, has nothing to do with software. Which is why that "better software" fails - because it is optimizing for one kind of "better" and business defines "better" another way.
And no, nothing is "replaced easily" in the enterprise space. When 10000 people, scattered over 1000 locations, get all-new software, nothing about that is easy.
> This is clear because there are lots of very successful competing products to Microsoft’s buffet.
Is there? Maybe Google docs.
It's amazing that Microsoft has, for the most part, not really changed their fundamental office software for over a decade and yet there is very little actual competition. People call it bland but I've yet to see any real competition to the whole package.
The truth is, only a fraction of your users needs MS products so much that they will die on this hill. Legal, accounting, maybe procurement. That’s it. For everyone else Google Docs are actually better.
Google Sheets can do a lot, especially if you have automation tool like Zapier. Excel is no longer a moat or the moat. Powerpoint… jain. It’s cool, but Miro and Figma eat that cake nowadays.
With its integrations and Turing completeness, unlike word processing or presentation- if it requires excel you just need to use excel. Even Mac Excel won’t work.
Usually people go to different places for different things of better quality. This is clear because there are lots of very successful competing products to Microsoft’s buffet.
The only moat I’d say Microsoft actually has is Excel. And maybe Powerpoint.
Everything else can be replaced easily and often with a far better dish.