["The sudden shift in plans had a massive impact on s3d monetization plans. Virtually everything not msft ground to a halt as msft consumed the vast majority of s3d resources. The wisdom or folly of this all in strategy will be revealed in 2016, but the simple reality is none of us could have foreseen the Titanic shift in s3d marketing strategy in December of 2014..."]
Funny enough this is exactly what this "armchair analyst" suggested here as a possibility as long ago as yesterday, that Sphere dramatically altered their monetization strategy somewhere in 2015 to go all in on Azure.
But then you go a bit overboard, I think. It isn't actually so difficult to get on Azure (it's a pretty crowded place, as it happens), so all that stuff about fast tracking and overriding their bureaucracy, dunno about that..