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I think that there is probably another couple orders of magnitude of growth in these markets, which is why I don’t get that energized by like, “Okay, is Azure in the lead? Is AWS in the lead? Is the Google in the lead?” ” I don’t think it actually matters to any of these players.
Twilio, AWS) Storage (e.g., Public pricing for SMBs, custom deals for big clients) Example: AWS has a free tier, usage-based pricing, and enterprise contracts. Data centers contribute 2% of global carbon emissions as much as the airline industry. Dropbox, Google Drive) Number of transactions (e.g., Base $10/month + $0.02
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