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I have a theory that MIcrosoft is vastly overstating the profitability of its Azure cloud, and it's actually losing money. They're fully committed not to building a great cloud, but rather to locking their customers into proprietary components of their cloud (Active Directory) and then they'll jack the prices, reaping monopoly profits.
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@lightweight If you want some support for this theory, #TechRights, is pretty much saying the same thing.
@lwriemen Yes, I'm not surprised to hear it 🙃 - I've been aware of Roy for about a decade now, but haven't seen his latest thoughts since I left Twitter. I credit him with giving me the idea that corporations try to game their financial reports to influence their share price.