Storm in the stratosphere: how the cloud will be reshuffled · Erik Bernhardsson

Interesting take specifically parsing the solutions that cloud providers build in-house versus outside parties building for those platforms. Bernhardsson's argument kind of lies on two beliefs:

1. You cannot be the best in the world at all layers in the stack.
2. Cloud vendors will do better if they outsource the R&D of the higher-level services.

The example used here is how much better Snowflake is than Redshift. That is certainly one that backs up Bernhardsson's point. I don't know how extendable that argument is into other parts of the technology stack though. It is definitely an interesting proposition though.