I’m not sure I agree with the rule of two. Industries typically consolidate over time. Also, anti-trust rules typically prevent a rule of one. Several industrie

I’m not sure I agree with the rule of two. Industries typically consolidate over time. Also, anti-trust rules typically prevent a rule of one. Several industries have had multiple competitors thrive though. Banking would be a good example of this where Citi, JPM, Wells Fargo, and Bank of America are competing in a landscape where many more competed 15 years ago. Automotives have consolidated, but there’s still more than two. I would also throw IBM into the MSFT and Oracle 90’s enterprise comparison. I think one of the biggest advantages of Google cloud as a business is the fact that most retailers will refuse to use AWS and more retailers are building out their technical abilities.