cost not price. You be the lowest price and have higher costs for a while, but eventually something has to change. My assumption is the Cloud market is much sm

cost not price. You be the lowest price and have higher costs for a while, but eventually something has to change. My assumption is the Cloud market is much smaller than the everything market. If the cloud market becomes mature and profits shrink, their growth stalls. If they divert too much cloud money to big physical infrastructure then are they able to stay ahead of the feature curve against competitors? Then again as both a customer and vendor of cloud maybe their ability to determine new use cases and customer needs is more in-tune.