In BigCorp, which is ~half of all business, there is consistent pressure to standardize: cost, security, education, etc. There are all sorts of other levers too

In BigCorp, which is ~half of all business, there is consistent pressure to standardize: cost, security, education, etc. There are all sorts of other levers too, like negotiated group deals -- at places like Netflix, AWS is effectively free, while any other vendor requires going through procurement. Competing with a negotiated loss leader - free - sucks. Azure benefits a LOT here due to other MS bundling. I'm increasingly convinced all this means we are entering a telco-like monopoly era for Big Cloud software, starting at the infra layers and steadily moving up. I'd love a more savvy approach from Elizabeth Warren to be less 'break them up' to more 'these are the anti-competitive bundling violations.'