Thanks for the answer. That makes a lot of sense. I guess To some degree, I did know this. But the media has been portraying these moves as a complete move, hence the whole "exodus" hype. It bothers me still, because this rhetoric may lead to scenario I described above for smaller companies.
The media is sensationalist as ever — I would worry about any CTO or Engineering Lead who based such a huge important decision on a Business Insider article.
Is that a bad thing? Competition good.
This is what Apple is doing. They use AWS and Azure already in large volume. This move adds the #3 vendor in cloud to mix and isn't really a surprise.