I mean, what more of network effect did MSFT had in the 90's. It was dominating both the OS layer AND the app layer (office). And yet, it does not have ANY share in mobile.
Kubernetes is not minor optimization if you think about what it is. Yes, if you see it as mere container orchestration. But it is the first time that a widely deployed, permissionless, open API platform exists.
See: Walmart -> Amazon, Nokia->Apple, MSFT -> Andriod.
I mean, what more of network effect did MSFT had in the 90's. It was dominating both the OS layer AND the app layer (office). And yet, it does not have ANY share in mobile.
Kubernetes is not minor optimization if you think about what it is. Yes, if you see it as mere container orchestration. But it is the first time that a widely deployed, permissionless, open API platform exists.