Microsoft Renews Relevance With Machine Learning Technology - NYTimes.com

MSR ROI

"“Azure is a real threat to Amazon Web Services, Google and other cloud companies because of its installed base,” said Anthony Goldbloom, the founder of Kaggle, a predictive analytics company. “They have data from places like Bing and Xbox, and in Excel they have the world’s most widely used analysis software.”
Like other giants, Microsoft also has something that start-ups like Kaggle do not: immense amounts of money — $67 billion in cash and short-term investments at the end of the last quarter — and the ability to work for 10 years, or even 20, on a big project."

Microsoft Renews Relevance With Machine Learning Technology - NYTimes.com