What your saying is certainly true for some areas, but I feel like there is a big market for commodity ML. I don't worry that Microsoft developed our database

What your saying is certainly true for some areas, but I feel like there is a big market for commodity ML. I don't worry that Microsoft developed our database and might therefore steal our business from under us. I just need a nice relational datastore that "just works". The database is absolutely critical to our application working, but it's not in any way what differentiates us. For many people, ML services will be the same sort of thing.