In any enterprise competitor doesn't mean a similar product, it means any unit who can get headcount, budget etc. Google said in Q3 that they were spending a to

In any enterprise competitor doesn't mean a similar product, it means any unit who can get headcount, budget etc. Google said in Q3 that they were spending a ton to grow cloud - which makes all the other kingdom building VPs concerned - they are the competition. Youtube, Gsuite, Ads, whatever else google hasn't abandoned that they charge for.