> For something like Azure, people are nor fungible
What I've learned from a decade in the industry is that talent is never fungible in low-demand areas. It's surprisingly hard to find people that "get it" and produce something worthwhile together.
There are often retention problems with lean budgets, and after training staff they often do just leave for a more lucrative position.
Loyalty will often not be rewarded, as most have seen companies purge decade long senior staff a year before going public.
It is very easy to become cynical about the mythology of silicon valley. =3
I would say "systems design" rather than low-demand.
People who can "reduce" a big system to build on a few simple concepts are few and far between. Most people just add more stuff instead.