> ...Excel has been one of those moats for decades now...

I think if we focus on "has been", and not consider something dire like "will always be"...then i see it as an opportunity (and opportunity for LibreOffice and others like it). Because i do agree that a small % of people do use/need advance features from excel...so if i were the European Union, then i would gather such data for advanced usage (which is best done when pilots are rolled out), and throw a little money at addressing that (by a little, i mean little for big governments, so talking like a few million, etc.). I'd throw some money at the devs who contribute to LibreOffice, openDesk, whatever...and specifically address whatever shotcomings might exist in the free and open source offerings. Maybe its not an overnight solution, but it would serve to produce 2 things:

1. You pay devs to address the issue...reducing or removing any gaps between excel and offerings like LibreOffice, etc.

2. The devs you threw money at will gain ever more experience addressing needs for this now more expanded marketplace...creating possibly some more jobs and/or opportunites for more local vendors to support these govs, and any businesses that follow suit in adopting such open source offerings...

...I think these create or expedite a marketplace...and one that is not controlled by the U.s. or any single dominant player. So, i think while it might be slow, its a good long-term approach.