Yep, I do think Paul was presciently observing a powerful class of people who would end up making the decisions in big companies that would not end up being all

Yep, I do think Paul was presciently observing a powerful class of people who would end up making the decisions in big companies that would not end up being all in MS customers, but I also remember being shocked seeing the demand for Azure when it first released (we wrote add-on software for cloud deployments for the big 3 clouds, and some smaller ones)