Someone once said to me, be very careful about negotiating with leverage… when you twist someone’s arm, they’ll say, “I’ll remember that. You may have won this one, but I’m gonna win the next one.”
Sadly, the US has done this to ourselves… all this arm twisting and strong-manning is coming home to roost.
It’s not clear that patchwork EU government back offices migrating off Teams will hurt US tech, but long term, in aggregate, this is going to be a headache for American tech.
EU can’t out innovate US tech, but they can make it harder to dominate their markets.