Storm in the stratosphere: how the cloud will be reshuffled

Here’s a theory I have about cloud vendors (AWS, Azure, GCP):
- Cloud vendors1 will increasingly focus on the lowest layers in the stack: basically leasing capacity in their data centers through an API.
- Other pure-software providers will build all the stuff on top of it. Databases, running code, you name it.
We currently have cloud vendors that offer end-to-end solutions from the developer experience down to the hardware: