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> They have very interesting results and experimental ideas in programming languages and interaction design, and I'm sure they'll have most of it patented.

That's the problem with Microsoft. They make their money by holding on to their IP (Windows), rather than spreading it around (like Google, with eg. Kubernetes), and I don't think this will work for anything like it has worked for Windows.

For example, Microsoft didn't design the current default (dare I say) cloud runtime environment Kubernetes, because they would rather keep their technology within the Microsoft ecosystem, in order to attract customers to Windows (which is where they make their money). Google, on the other hand, is willing to let go of their IP (using the Kubernetes example), by donating it to a non-profit, and thus having it succeed because open standards always succeed in the end. It's just not possible for Microsoft to create some service within Azure, and have it become the "Windows of the Cloud". Companies just aren't willing to tie themselves to any particular vendor, and in that light Microsoft just doesn't seem that attractive.




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