So where are these smaller firms and where will they get funding in the current market? In the case of MS, is a smaller firm going to overtake Windows? Azure?

So where are these smaller firms and where will they get funding in the current market? In the case of MS, is a smaller firm going to overtake Windows? Azure? Office? Are the smaller firms going to win over the risk averse enterprise companies with long term contracts with Microsoft? In the case of Google, is some smaller firm going to take over Search? The massive amount of resources to run YouTube? GCP? Google Suite? ChromeOS in schools?