How I understand it is that Paul is saying Microsoft is irrelevant to those trying to build at the forefronts. That it is not going to spot you, the startup, an

How I understand it is that Paul is saying Microsoft is irrelevant to those trying to build at the forefronts. That it is not going to spot you, the startup, and eat your lunch, because its core business, its competencies are not where you are "feeding" (for want of a better metaphor).