This is the polar opposite of what is happening in cloud. All vendors are moving up the stack, with the eventual endpoint being even business productivity apps

This is the polar opposite of what is happening in cloud. All vendors are moving up the stack, with the eventual endpoint being even business productivity apps aligned with Azure, GCP, AWS. They all see IAAS as the commodity end with less value add and lock-in. This is undeniable through actions and PR statements and has been the observed direction of travel for a decade at least.