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Do you think companies those totally depend on cloud loosing out on some benefits (cost, speed, etc) by not focussing/customizing efficiencies around infrastructure as this is no longer a part of your product roadmap?

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That's a great question!

There is a segment of companies that lose out on some efficiencies, especially when there are strong ties between the service they are providing and the underlying infrastructure--compute and storage intensive stuff services like file/video hosting and streaming, AI/ML and so on.

An example that comes to mind is Netflix, which runs on AWS. If Netflix had focused on building those efficiencies for cost and speed, instead of building its recommendation engine and producing great content, would it still be as successful? Would Netflix have been able to innovate so quickly against competitors like Hulu and YouTube if it had focused on building AWS-like competencies from scratch versus simply paying AWS? I'm inclined to say no.

So yes companies lose out, but the loss in most cases is smaller than the gains they would have otherwise had from focusing on their core competencies. This is primarily why every company since the advent of the cloud has started in the cloud, and only evaluated a switch back once they reach market dominance and have the time, money and luxury to do so.

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