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The Role of Infrastructure as a Service in AWS and GCP
A lot of companies will multi-cloud in theory, but in practice they put almost all of their eggs in one basket and then keep the other. If you have such a big advantage in infrastructure as a service, does that help? Is that the distribution mechanism for AWS to get more of the platform as a service? And Microsoft, their distribution mechanism is through like their other relationships. So they're both kind of attacking platform as a Service from a different angle.