I see this as an instance of a company discovering value well-described in this article from 2021: "The Cost of Cloud, a Trillion Dollar Paradox" https://a16z

I see this as an instance of a company discovering value well-described in this article from 2021: "The Cost of Cloud, a Trillion Dollar Paradox" https://a16z.com/2021/05/27/cost-of-cloud-paradox-market-cap-cloud-lifecycle-scale-growth-repatriation-optimization/ https://a16z.com/2021/05/27/cost-of-cloud-paradox-market-cap...