Re: Microsoft has a really good clue?
"Those companies would generally be the ones with dedicated MS account teams and a big MS spend with potential for attractive discounts on overall MS spend if they try Azure out for a while, wouldn't they?"
Yes, most "large enterprise" companies would be in that position. Or if not, then they should be.
"Whereas companies left largely on their own to choose based on best technical and commercial fit for the business..."
Which also tends to be Azure / Office 365 these days instead of AWS / Google apps as used to be the fad.