Kinda funny, not too long ago it was a fun mental exercise if you were paying attention to the tech industry to try to think of the ways in which Google or MS could fall.
Now, AFAICT, neither are falling any time soon, but there certainly seems to be a shift in how they're perceived and how their brand sits in the market (where even so I'm still probably in a bubble on this).
But I'm not sure how predictable it would have been that both would look silly stumbling for AI dominance.
And, yea, I'm chalking recall up to the AI race as it seems like a grab for training data to me, and IIRC there were some clues around that this could be true.