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The public cloud space is going to be ginormagantuan. It's just too big to ignore. GCP is Google's Xbox: I expect they'll throw money at it for a decade, if they have to, because it's too fantastic a market to ignore.

AWS is there through first-to-market leadership.

Microsoft is there because they've got a strong sense of what every SME and Enterprise customer in the world wants.

Google are there because they have deep expertise in building these kinds of systems and it would be utterly bonkers not to try and diversify into this field.



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