by tomklein on 5/5/22, 8:20 PM with 3 comments
by techthumb on 5/5/22, 11:20 PM
From a moat perspective, I wonder if the TAM of this business in the context of the three cloud providers is substantial.
Their stock price is back down to reasonable levels.
Perhaps they'll remain a niche player in the market?
by gigatexal on 5/5/22, 8:38 PM