The big difference is that Google and Apple are largely in the consumer space. MS, with Teams, is in the enterprise space where user experience isn't part of the buy decision.
If CEOs, CTOs, CFOs all start having annoying issues with Teams, Office, Azure, etc. on their MacBooks and iPhones then you can bet your right arm on it that it will affect corporate buying decisions.
Zoom demonstrated really well how quickly companies were to switch their conferencing software if one worked consistently better than another.
