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.
Software infrastructure (by which I include everything ending with *aaS, or anything remotely similar to it) is an exciting field, in particular because (despite what the neo-luddites may say) it keeps getting better every year! I love working with something that moves so quickly.