Great analysis. I also think you have 'small operators' and 'large operators' in middle and right. Consider a large number of small consultants building small-i

Great analysis. I also think you have 'small operators' and 'large operators' in middle and right. Consider a large number of small consultants building small-ish websites with some interactivity and state for small clients. They might use RoR, Django, but have to manage and run the operations and a database, even if they use cloud services. Wouldn't they be better with a integrated solution across coding, building, deploying, etc?