It is a butts in seats equation. If you can have less expensive operators driving and mapping the world and place all the smarts in the pipes, you can drive do

It is a butts in seats equation. If you can have less expensive operators driving and mapping the world and place all the smarts in the pipes, you can drive down opex and divert cash to capex for competitive advantage. Linux and much of the streaming software world is smart people, dumb pipes. If you invert that you have more automation, predictability, control at lower cost. The risk is a lot of eggs in one basket and when the market turns, if the company you are buying from mismanages tech, if they can't keep pace with change...you go along for their ride. Every company big and small falls into this technical debt. I have maby opinions on why as I am sure many do. There is a lot baked into that comment but the constant tug-of-war every CIO is trying to wrap their head around....how do we do more with less and gain an advantage.