As you said, you still have 1/8 or 1/10 of the overall costs in OpEx to cover.
You still have a lot of services of such marginal utility that they'd have a hard time justifying their opex costs alone.
I think part of this is that we have a lot of firms offering features rather than products. I fully expect most of the third-party "meeting minder" and "writing improver" services will be replaced by versions built into the platforms themselves, for example.
As you said, you still have 1/8 or 1/10 of the overall costs in OpEx to cover.
You still have a lot of services of such marginal utility that they'd have a hard time justifying their opex costs alone.
I think part of this is that we have a lot of firms offering features rather than products. I fully expect most of the third-party "meeting minder" and "writing improver" services will be replaced by versions built into the platforms themselves, for example.