Right. To attack the incumbent you have to hit where it cant defend. For example, hit it on the edge, where its investment are in the cloud. Or, you can commod

Right. To attack the incumbent you have to hit where it cant defend. For example, hit it on the edge, where its investment are in the cloud. Or, you can commoditize its offering (for example a multi-cloud solution). You cannot compete with the incumbent on its own terms.