From the side-lines it looks like they're slowly becoming an unstoppable dominant force, what's surprising to me is AWS's / GCP's inaction, they're either asleep at the wheel or they don't see Microsoft's dev mindshare grab as a threat.
I'm not complaining; MS should point GH at where the money is and there is competition you can switch to. I'm just not excited to save a few bucks a month given what will likely change.