Closed Source built on top of Open Source - The Public Cloud

As you might this is in reference to all the Public Cloud guys - most would assess them as being not much of a threat to Microsoft.

Cloud Company	Notes
Google	A special case
Amazon	AWS is not that exciting – in any event they are the only organisation that has managed to borrow at an interest rate less than the US Government!
Facebook	Social Media – an area Microsoft should stay way from
Twitter	Same as Facebook
…
Eventbrite	Good at what they do – but your information will always be siloed – the restrictions and limitations of the Public Cloud are quite apparent
Survey Monkey	As above
…

Similarly ISVs should learn that Operating Systems and Compilers are some of the toughest things to develop in Computer Science - areas that Microsoft has tremendous products and advantages in!

If you get through a Computer Science degree you'll gain an appreciation for that ...

You would think that ISV's are smart enough to know that they don't stand a chance against the likes of Microsoft, etc .. ??