They have a chance to get ahead if they add full blown Windows in docked mode for their new surface phones since they're running android anyway. Yes, DeX and co exist but no one wants to use them because for the mass majority Desktop = Mac or Windows and not full screen android with a taskbar slapped on it. Having a proper desktop with the same documents and files from your phone with a single USB C connection could finally lower the friction enough for docking phones to become a mainstream thing. Combine that with natively passing through the actual android apps from the device into the VM, you can potentially get a no-compromise experience. But who knows, maybe I'm the only one who gets too excited about tinkering with weird setups like this and it's not actually ergonomic for everyday use