Their local governance situation is much easier because their platform only does like two and a half things. Once they add enough to become a full fledged clou

Their local governance situation is much easier because their platform only does like two and a half things. Once they add enough to become a full fledged cloud provider that an enterprise can lift and shift their SAP and Oracle bare metal servers and whatever else onto with guaranteed performance and availability SLAs, then they're in the same boat. Until they do that, they'll continue to be a niche player for things that fit those two and a half use cases. It's not like enterprises are going to rewrite all their enterprise apps around Workers. I think this is just a matter of people getting tired of the self-driving cars story, and a reach for some other reason to pump up share values.