One of the upsides of only being 50% cloud is that I get some perspective.

The cheaper, better, faster assumption is being challenged in most segments. Shipping costs have been crazy and eating margins for just-in-time delivery for some time. Containers are 5x-10x from China vs 2018, a tractor trailer costs $1400 to fill with diesel today in my region.

Also, commodities like storage aren’t getting cheaper.