my 2cents: the 'big' clouds (AWS, GCP, Azure) and the big-brand clouds (Oracle, IBM, etc.) are attractive for BigCustomerCo because: 1. Replace capital expendi

my 2cents: the 'big' clouds (AWS, GCP, Azure) and the big-brand clouds (Oracle, IBM, etc.) are attractive for BigCustomerCo because: 1. Replace capital expenditure of in-house infrastructure + staff with OpEx that can be dialled down 2. Get to benefit from the economies of scale that the cloud vendors get (those Intel CPUs get a lot cheaper when purchased in the 1000s) 3. Get to leverage big shiny new tech like Big Data and AI that's 'advertised' as 'out-of-the-box' My only concern really is that the big cloud players are all fighting for dominance and market share. What happens in the next 5-10 years time when they start raising prices? Different kind of lock-in - customers won't have the expertise in-house to migrate stuff back.