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Due to the oligopolistic competition between the three big cloud hyperscalers, it seems unlikely that margins will rise or fall much. That means that growing profits in the sector will only come organically from adoption of cloud computing and an increase in the total addressable market. How much more prevalent do you guys think cloud computing will become in the future? And if cloud computing does become commoditized (which it already is to a degree), will the oligopoly of Microsoft, Amazon and Google manage to capture the most profit, or will their competition mean that the real value is not in IaaS or PaaS in the cloud, but in Sotware running on the cloud? Since forward integration does not seem to be paying off (e.g. Amazon Redshift vs Databricks and Snowflake)
