That's why I've been really impressed with their strategic execution: they seem to have a pretty laser focus on "Given what we already have now, and how much it costs to operate, what can we do that Amazon/Google/Microsoft can't easily duplicate at a competitive price point?"

With a healthy dash of "What are people actually trying to accomplish?"

The weakness at hyperscale is that all products feel like some mistranslation of the generalized form of an HR request: almost for everyone, but perfect for no one. Probably because nothing less than a TAM of "everyone" moves their revenue needle.