I wonder if this isn't a little late to market. At this point, the major cloud providers offer such a large array of products and services that add value to th

I wonder if this isn't a little late to market. At this point, the major cloud providers offer such a large array of products and services that add value to their VM capabilities that I find it hard to imagine someone architecting a substantial system on this platform anytime soon. That said, they will make a juicy acquisition target for someone who wants their tech. So I am not saying they wasted their time either.