I just think they're out of time at this point to get in on B2B cloud computing... they may have the know how to build great data centers and stuff but there is a lot of work to go from "FB only" to "Anyone". Let's say they jump into this, what is the earliest they could realistically start taking customers 18 months? Then you need to convince companies to adopt or migrate stuff onto a fledgling new platform. They have near zero experience internally dealing with this kind of enterprise sales and support.

If they wanted to go down that route they needed to start around 2015.