Castles in the Cloud
summary
Cloud giants win on billions in capex, Metcalfe-style network effects, and owning the top-of-funnel, so six practical anti-cloud strategies emerge: system of intelligence (combine multiple system-of-records or own the UI), practitioner-led go-to-market (sell to developers, designers, marketers who hold credit cards), deep proprietary IP (Snowflake’s storage/compute split), out-product incumbents on a focused workflow (Datadog/AppDynamics), multi-cloud tooling, and edge/decentralized pushes that reduce centralized cloud advantage.
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