My own experience is the majority of people are using it on their own cloud instances, on prem, or embedded. It's not obvious the first-party aaS will catch on

My own experience is the majority of people are using it on their own cloud instances, on prem, or embedded. It's not obvious the first-party aaS will catch on right now, just like the novel license. I don't mean any of this negatively, it's clearly a well run business by smart people that are experimenting with revenue models and trying to achieve the fair outcomes for customers and the business.