I picture Microsoft and Google like two merchants in a bustling marketplace, both generally minding their own business and selling wares from their booths next door to each other.

Over just the last few years, Microsoft quietly steps closer and closer to Google, slipping behind them while they are distracted by their overwhelming crowd of search customers.

Microsoft looks over Google's shoulder with seething envy while they go about their business being the definitive search leader for decades.

As customers, we can all see it. Microsoft tries hard and grows a bit with Bing, but seems destined to 2nd place forevermore. We can see Microsoft looking defeated day after day, because 2nd place just doesn't meet their personal ambitions.

Then suddenly Microsoft grabs a knife called OpenAI and violently stabs Google in front of everyone. It looks like it could be a fatal blow. Google crawls backward into their stall while everyone turns to Bing for ChatGPT access.

We all figure "Hey, maybe Google will heal up and come back out with a comparable offering soon," but they just cough a little blood(a failed chatbot demo) and it starts looking hopeless for them. We are surprised how fast the tables have turned, but Google will probably be OK given time. Right??

That's when we see Microsoft and they keep advancing right into Google's stall, where they are convalescing. Microsoft, still seething with unquenchable envy, and still weilding the knife(OpenAI), proceeds to stab Google again(Dall-E) in cold blood, right in front of everybody.

Could it be outright murder? It's possible imo. Google better hire a LOT of AI/ML talent fast.