It seems to me like there is one clear winner, Google, and everyone else lost a bit. Nevertheless Microsoft seems to have contained the damage as well as possible, again producing an outcome that is better for everyone from the position where they started after Friday.
OpenAI was growing like crazy and while I typically only use it the generate new content, many people I observe just ask it anything. Instead of going to Google they just go to ChatGPT.
The current situation created a mess at OpenAI which should slow it down and permanently damage it‘s reputation somewhat. If I were Google and could choose either outcome, that‘s the outcome I would have chosen.