> Azure is #2, behind AWS because Satya's effective and strategic decisions
I am going to have to disagree with this. Azure is number 2, because MS is number 1 in business software. Cloud is a very natural expansion for that market. They just had to build something that isn't horrible and the customers would have come crawling to MS.
You could just as easily make the argument that cloud is a very natural expansion for Google given their expertise in datacenters and cloud software infrastructure, but they are still behind. Satya absolutely deserves credit for Microsoft's success here.