I think those are cases of successfully becoming *the* company for the thing in the minds of decision makers before the hyperscalers decide to try and turn your

I think those are cases of successfully becoming *the* company for the thing in the minds of decision makers before the hyperscalers decide to try and turn your product into a bundleable feature. Which is not to disagree with you, only to "yes, and" to emphasise that it's a fairly narrow path and 'amazing at execution' is necessary but not sufficient.