What exactly is your source and/or position of expertise here? Sounds like a lot of speculation and/or FUD. I was interested in this, but couldn't find any sources to back up your statements.
However, I don't know if this is a one time deal: it may grease the wheels on a lot of enterprise shops willingness to "Trust the cloud".
Also SQL2012 licenses cost us a fair whack due to the logical vs core licensing changes.