I was also surprised at their massive funding rounds too. Perhaps there's more room for growth than it seems... Or maybe they are perfectly positioned to provi

I was also surprised at their massive funding rounds too. Perhaps there's more room for growth than it seems... Or maybe they are perfectly positioned to provide the "fully cloud-hosted architecture" itself: technology experience and market leadership. Under this hypothesis, they are hard at work on a general cloud platform behind the scenes, and that's their pitch to investors.