Here is AWS's core weakness going forward...they compete with their own cloud customers. From video streaming, to online shopping, to groceries, to logistics...why would I (as a business consumer) want to fund my own competition? Azure competes with none of its own customers, outside of perhaps AI. Amazon is AWS's biggest enemy. Azure and GCS are going to catch up on features, and customers are going to start fleeing when they realize they are helping to fund their own demise and biggest competitor. Then there will be margin pressure. The next 10 years in the cloud are going to be interesting...and while people seem to think the Cloud already has huge adoption, it's just beginning; and I think Microsoft more than any other will be the biggest benefactor.