alt Hacker NewsImho it just shows how relatively simple this technology really is, and nobody will have a moat. The bubble will pop.
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simianwords • today at 4:42 PM
amazing how the bubble pops either from the technology either being too simple or being too complex to make a profit
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Not exactly. Infra will win the race. In this aspect, Google is miles ahead of the competition. Their DC solutions scale very well. Their only risk is that the hardware and low level software stack is EXTREMELY custom. They don't even fully leverage OCP. Having said that, this has never been a major problem for Google over their 20+ years of moving away from OTS parts.