> That'd be a killer position for Microsoft to be in.
What do you mean by this? I don't deal with things of that scale, but I would imagine it would put Wal-Mart in a very good position to negotiate down near at-cost. It could be good for Microsoft on the PR front against Amazon, but bad for profit margins (on this one account).
They would be a hero customer. From my understanding, Jet.com is already a reference customer, which means that they talk about intimate details about their infrastructure with prospective Microsoft customers.
A hero customer typically pushes your platform in radical ways to let you know what to improve. They're also someone you can talk about, and it instantly gains you credibility. For Azure, actual workloads are lacking, especially workloads that are volume, B2C businesses a la AWS's Netflix, and GCE's Spotify.
Depends. Netflix doesn't get any kind of sweetheart deal with AWS. As far as I'm aware the prices they pay are exactly the same as what any other high volume customer would pay.
