Clouds are becoming more specialised

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)