> basically going after the long tail of cloud hosting.

I want to really stress that your thesis is on point, but it's not about cloud hosting per se. If software is eating the world, and everyone is going to have some level of proficiency as a dev, Microsoft is targeting being the digital operating system of the economy. You write and run your business on Microsoft, whether you're a Fortune 500 or 5 people working out of a coworking space, and you can even get email, team chat, office apps, workflow automation tools, and everything else under the MS umbrella if that's what your business needs.