In addition, my gut feeling says that Google does things better than Microsoft.
This comes from my experience with working with Google and GCP products vs working with Microsoft Office/Windows and Azure.
With Google, everything feels consistent, well documented and well presented: from Meet/Gmail to BigQuery, Tensorflow, Cloud SQL, Firebase, etc.
With Microsoft I frequently observe inconsistencies in design patterns, broken links and outdated documentation. Just compare for example Office products, the concept of Office 365, Live Account vs Outlook account, Windows, Bing, Azure products, etc. Basically its hard to find any commonality and it feels that there is generally a lack of vision for the entire suit.
I therefore extrapolate that Google will answer this hype in a more structured way, anchored to a vision, putting it against a grand scheme of things and deliver it as a seemingly integrated solution to the suite.
But Google's product track record has been abysmal lately. Based on their horrible live event today, it seems like things are not so grand behind the scenes there anymore.