[letmeinhere]

I wish them well, but the success indicators I've seen from them have been similar; funding rounds and users. They are certainly better positioned, since running hot nodejs servers is a higher revenue proposition than white-labeling blob storage. Question is, does control of the Next.js project constitute a big enough of a moat to keep profitable customers from shifting their hosting to big clouds. The decline of Heroku, for example, does not make me confident.