I think acquiring startups and integrating them is difficult. Microsoft hasn't had a great track record with acquisitions of late (aQuantive, Skype, Yammer) but

I think acquiring startups and integrating them is difficult. Microsoft hasn't had a great track record with acquisitions of late (aQuantive, Skype, Yammer) but have done better with straight up clones of products/ideas/markets created by others. You can see this in Azure (clone of AWS), Teams (clone of Slack), and now this.