+ one thing I just absolutely can‘t understand: What‘s their moat? Their offerings are replaceable by like 5 direct competitors, some of which are open source.

+ one thing I just absolutely can‘t understand: What‘s their moat? Their offerings are replaceable by like 5 direct competitors, some of which are open source. Pricewise, it‘s a race to the bottom, and the bottom is „api pricing vs running open source yourself“.