This is tricky because PubNub recently added some data storage capabilities, and Pusher and fanout might follow suit. Also, being able to get a feed on queries might ultimately make services like Pusher unnecessary in many traditional situations, but this isn't immediately obvious. We'll find out soon how this develops!
I can speak for Fanout and say that we have no intention of offering data storage. Our ideal users either have databases already or value a decoupled backend architecture.
BaaS is certainly a tempting business (just look at all the exits), but we'd rather focus on doing one thing really well and with wider applicability. Much like you guys, really.
