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: