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by api 1511 days ago
What will happen over time is that as we disrupt old-school IT and re-introduce the idea that you can own your own compute (disrupting the everything-cloud model) the various participants in this new area will find niches in which their specific strengths and features shine the most. This always happens. Look at databases. There are like 10 decent sized database vendors for a reason, not to mention several paradigms: SQL, NoSQL, NewSQL, GraphQL, etc.

But if we don't succeed in disrupting the actual competition everyone fails.

At least that's how I look at this market.

Of course I'm also a mostly-follower of the "ignore your market peers, focus on the customer" philosophy. Your greatest competition is always your own shortcomings.