Based only on technical merits I agree; Envoy and other API type software/service should probably eat its lunch. At most enterprises though nobody will have he

Based only on technical merits I agree; Envoy and other API type software/service should probably eat its lunch. At most enterprises though nobody will have heard of Envoy though and I don't know of anyone selling directly to enterprise in this space. However, investing in enterprise infrastructure software is hardly about tech at somme point. The investors must really like Kong's enterprise sales team.