Clouds are becoming more specialised
TL;DR
Both generalist competition and specialised products are increasing.
- entire companies can be built around task-specific cloud tech
- apps are increasingly loosely coupled i.e. work on any cloud
- the market is large enough for specialism
- the underlying generalist clouds are too generic to deliver good time-to-value and value-for-money
- companies are shifting from fear of AWS/GCP/Azure competing to actively competing with them
- examples:
- letting front-end devs build cloud tech (e.g. JAMstack), increasingly enabled by CDNs (e.g. Fly.io, CloudFlare)
- AI/ML-specific hardware (e.g MosaicML)
- high-level full stack apps (e.g. Mighty chrome-fork remote desktop)