Underrated comment. To add on to your point: Amazon told Jassy in 2003/2004 to take 55 engineers and build out some cloud services they could sell to customers

Underrated comment. To add on to your point: Amazon told Jassy in 2003/2004 to take 55 engineers and build out some cloud services they could sell to customers. ~6 years later, Microsoft decides to enter the market. That is an epic first-to-market timeline.