Our big belief is that elastic infrastructure (that is, cloud computing) should be orthogonal to the economic model (that is, own versus rent). Today, that is not the case: if you want cloud computing, you more or less have to rent it. But we know that there are many who wish (or need) to run cloud computing but on an owned asset. There are many factors that deter that today, not least the odious per-core licensing that we highlight here. (For a particular brazen example of this, see VMware's infamous "AMD tax" ca. 2020.[0])
[0] https://news.vmware.com/company/cpu-pricing-model-update-feb...