> Azure = will ultimately own the enterprise. Microsoft is the new IBM and their mature GTM and Professional Services organizations will carry increasing value

> Azure = will ultimately own the enterprise. Microsoft is the new IBM and their mature GTM and Professional Services organizations will carry increasing value as cloud services become mostly commoditized. Microsoft has multiple large revenue streams to fund disruptive acquisitions and these will bear fruit through good management. Satya is proving to be an exceptional CEO. Given AWS is still growing at 40%+ a year on their huge base, vs Azure who have struggled to hit 30% on a much smaller base... I'd expect the opposite to happen here. Microsoft will end up as the home for companies who 'buy' tech, and Amazon for the companies who 'build' tech.