I think this is a really solid analysis and strategy. I want to briefly expound on the data side which is a huge growth area: mSFT would do well to SHOW the ran

I think this is a really solid analysis and strategy. I want to briefly expound on the data side which is a huge growth area: mSFT would do well to SHOW the rank and file analyst and developer machine learning in context of their daily work, not TELL CEOs about its transformational possibilities. They own the world’s most popular surface for interacting with data. Why not make Azure’s machine learning be keystrokes away? Give away credits and training, suggest use cases, provide actual value. Sell a $0.000000000001/unit cost that makes it safe for anyone to try in their daily work. It doesn’t need to do much, some cool forecasting, predicting the value of the next cell inline, etc would be delightful. I’m a but disconnected from their ecosystem at this point but I see a window where the can captivate the long tail with pragmatic ML and assert their centrality for the coming decades.