Earlier quoted context omitted.
It's the only thing MS^H^H Bing has that offers a prayer of beating Google at something. Expect saturation.
Other than ads, search or mobile OS, I'm not sure where else Google is beating MS. I don't mean to diminish those things, they are important. But ChromeOS is clearly nowhere near displacing Windows (for instance).
These days all people has is a smartphone and it runs Android or iOS, no Microsoft in sight.