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That's probably not the right analogy. Kicking someone off of your platform isn't the same as using your own platform instead of a competitors.

I'm sure Azure would welcome competitors to use their product - same way AWS welcomes Netflix. A good analogy would be Amazon switching from Oracle to AWS based solutions. In which case, they do have something to worry about.

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With regard to their "what if all the cloud providers block us" issue, it's is a good indication that they're fine. (Page 30 "We rely on third-party hosting providers that may be difficult to replace.") I don't think that's a serious risk.

For the Github thing, you're right, it's a different situation.

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