There is no way there are 680k apps on appsource. Maybe a couple hundred. And we are certainly unique in being the only interactive video option on the Microsoft AppSource Network.
I agree with many of your measured responses, however having a former CIO of MS involved, must be taken into consideration. Sure there is no specific mention of how that might come to bear, but it seems really unlikely that it won't(and probably in a big way). I think you are risking downplaying this too much.