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2022 Year-End Mailbag

The Cloudcast

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The Rise of as a Service Companies

I'll add another trend that you didn't mention, which was more the rise of as a service. I don't have any companies off the top of my head, or I don't necessarily want to name names and say like, oh, they'll be disrupted. But if you go back, you know, 10 years ago, and you look at who were the big sponsors at AWS reinvent, some of those turned into really, really large as a service companies. And I think that is an area in which you'll start to see disruption for sure.

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