Isn’t public IaaS and PaaS exactly what he is talking about? Amazon, Google, Microsoft selling the exact software and infrastructure they use to operate at scal

Isn’t public IaaS and PaaS exactly what he is talking about? Amazon, Google, Microsoft selling the exact software and infrastructure they use to operate at scale. So maybe regulated prices for Cloud services? But they already seem pretty low because of competition. Access to massive data is the real value that these companies have exclusive access to, not IT infrastructure