Is Google or Microsoft Better Positioned to Take Advantage of the Cloud Experience?

The biggest way for these companies to monetize these is to turn them into services and then let developers have access to them. I think that's going to be the way that they make money back on their investment. Do you think Google or Microsoft is better skilled and positioned to take advantage of that business model? Jordan, don't you also think that because Microsoft essentially generates close to zero revenue from Search, that Microsoft doesn't necessarily have to create this massive monetization engine?"