Yep. This has been the sentiment shared by Google Cloud execs a lot too. All the players are looking at the 10-20 year picture with regard market share / spend

Yep. This has been the sentiment shared by Google Cloud execs a lot too. All the players are looking at the 10-20 year picture with regard market share / spend (in an industry where no-one knows what compute infrastructure will look like by the middle of that period).