Right, but Amazon and Google are arguably better than them at SaaS. AWS is second to none for cloud hosting, and Google is second to none for AI.
Definitely going to disagree there. While Google has done more work on commercializing piss-poor AI, MS Research has been at the forefront of AI research since before Google learned how to make money. Google is definitely the second fiddle when it comes to AI research, and it's not even close.