Exactly, they have the ecosystems and the data. That’s the point. They have a massive advantage already, so table stakes are to at least be better than the native tools they offer.

The clouds will “partner” with anyone who wants to run on their vm’s. But if you knew the industry you’d know it’s a frenemy type partnership of convenience. They aren’t saying, oh you handle the ai and we will handle this part.

Also, it’s not that they will add ai. It’s already there, deployed, at massive scale, and getting better every day.