The wildcard here is acquisitions. Large companies make a lot of acquisitions, it can be one of the only ways to grow some companies. Each acquisitions brings i

The wildcard here is acquisitions. Large companies make a lot of acquisitions, it can be one of the only ways to grow some companies. Each acquisitions brings its own potentially locked in cloud ecosystem. Large competent software companies like Facebook and Google have still not completely integrated Instagram and Waze respectively for example.