It very much depends on the business. We offer managed data warehouses, which (a) are major consumers of compute/storage/networking and (b) often have stringent

It very much depends on the business. We offer managed data warehouses, which (a) are major consumers of compute/storage/networking and (b) often have stringent requirements around security and control of data. We're betting that not everyone will be in the main public clouds for these reasons and prepared for the pendulum to swing back for some applications. Financial services companies for example still have major on-prem / self-managed footprints. They are very sophisticated consumers. (My company Altinity was the one cited at the head of the article.)