Do you have an ICP in mind right now? Reason I ask, is that while hyper scaler to hyper scaler makes sense and I can see that being easy to digest and therefore valuable to many, many enterprises are actually making more complicated trade offs. Namely a managed SaaS solution vs. (a pipe dream) of build it themselves on hyper scaler infra. IMO that’s the really interesting question plaguing enterprises and I saw it a lot when at Palantir doing pre sales engagement.
In practice, the hyper scalers often “buy” an enterprise customer by undercutting the incumbent (eg when a new CIO comes in), which makes the sticker price arbitrary a lot of the time.
In practice, the hyper scalers often “buy” an enterprise customer by undercutting the incumbent (eg when a new CIO comes in), which makes the sticker price arbitrary a lot of the time.