Nope. Cloud is being commoditized as we speak which means there will be a race to the bottom when it comes to the margins. Bezos has already boasted that he is

Nope. Cloud is being commoditized as we speak which means there will be a race to the bottom when it comes to the margins. Bezos has already boasted that he is willing to turn down the dial for margins all the way down if it comes to that. Right now there still lot to eat for everyone but soon scarcity of finding new customers will take hold. THen you will find companies to cut down prices to get more customers and huge margins we see now evaporate very quickly. In that setting, only Amazon has good survival skills. In my view, the biggest opportunity is AI. If I was CEO of Google, I would make a massive investment not just in research but engineering turn-key AI systems that can give businesses a massive boost.