I'm surprised no mention of Amazon / AWS. > there remains a huge opportunity long squandered by Google: to be the enterprise platform that competes with Micros

I'm surprised no mention of Amazon / AWS. > there remains a huge opportunity long squandered by Google: to be the enterprise platform that competes with Microsoft’s integrated offering by effectively tying together best-of-breed independent SaaS offerings into a cohesive whole. I understand what he is saying, but AWS is already there. Azure may be on the rise but no platform comes close to AWS in the SaaS space as of now. Amazon have a history of physical products, from the ill-fated fire phone to all of their Alexa products, kindles, and fire stick. They own a significant gaming division which recently launched the MMORPG New Worlds. It seems the only thing they currently lack is their own VR headset. But they have their hooks in enterprise already, a massive computing infrastructure, experience in almost every related tech and an army of independent devs familiar with their offerings.