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The space has a moat though - it takes a huge investment and long time to become competitive in this low margin space. Rackspace has shown themselves to be a ma
by psds2 6y ago
The space has a moat though - it takes a huge investment and long time to become competitive in this low margin space. Rackspace has shown themselves to be a market leader within this moat.
- discodave 6y agoTheir capex looks to be ~$2-300MM. That's approximately 1% of what AWS spends. https://www.platformonomics.com/2020/02/follow-the-capex-cloud-table-stakes-2019-edition/ https://www.platformonomics.com/2020/02/follow-the-capex-clo...
- jgalt212 6y agoTrue, containers are all the rage, but it is quite arduous to move a database from one cloud provider to another.