https://erikbern.com/2021/11/30/storm-in-the-stratosphere-how-the-cloud-will-be-reshuffled.html
Storm in the stratosphere: how the cloud will be reshuffled
Erik Bernhardsson
2021-11-30
“Here’s a theory I have about cloud vendors (AWS, Azure, GCP): 1. Cloud vendors will increasingly focus on the lowest layers in the stack: basically leasing capacity in their data centers through an API. 2. Other pure-software providers will build all the stuff on top of it. Databases, running code, you name it.”