which of these things that have changed go against commoditizing the complement?
easy for software to commoditize hardware... hard for hardware to commoditize software. (Spolsky 2002)
Linus effectively killed the golden goose of writing OSs, a super-difficult task that deservedly propelled Gates and Allen to the stars.
All it takes is a college kid and a laptop to ship software. I wouldn't know where to start building and shipping chips and circuit boards. And that's why Azure, not Office, is where Microsoft's placing its bets.