> Here’s my stab at it: Microsoft services, sending data to and from every networked device in the world. The next ubiquity isn’t running on every device, it’s talking to every device.

Yikes. If anyone can find Microsoft-sized margins and volume in that business, it will be more destructive than an OS monoculture ever was.

"Cloud" is a low-margin high-volume business, perfect for players like Amazon and Google, with little boutiquey heroku bits thrown in to vacuum up the value-add-at-any-price edge case customers.