2 ms·

> we also expect to grow a large business serving large customers as well So they'd have their own AWS / Azure / Google Cloud type service going? Probably the

by benoau 2mo ago

> we also expect to grow a large business serving large customers as well So they'd have their own AWS / Azure / Google Cloud type service going? Probably the smartest thing they've done in a while.

catlover76 2mo ago
[dead]
dastbe 2mo ago
unless their business is going to be putting raw physical infra in dcs, they are about 5 years away from getting to something that could compete with AWS or GCP
- benoau 2mo ago
  Even if if takes 5 years it'll still be worth it - AWS, Azure and Google Cloud are huge businesses. Everyone had a 10-15 year headstart on Azure and it's one of Microsoft's biggest earners now.