We are not concerned about innovation shifting from the U.S. I still believe that the U.S. still has capabilities for innovation.
I am not that concerned that innovation in some large scale sense will suddenly and abruptly shift from one part of the world to another.
The Internet was full of sites producing content for free, in the hope that somehow they'd generate revenue from sources that never materialized, whether it was advertising, subscriptions, or a wing and a prayer.
Data are becoming the new raw material of business.
Let me be clear - Microsoft has no beef with open source.