Google/MS make generic software for businesses and developers. They don't really get involved in specific verticals (aside from obvious ones like cloud, gaming, marketing). Successful start-ups will be the ones taking models from big tech cos and bringing them to the boring verticals those companies have no interest in.
The same can be said of any of their service offerings. You could build a business around something MS/Oracle/Google provides and they could one day decide to deprecate it.