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I mean, that's public cloud in a nutshell too. And before that enterprise software / database vendor.

Scale has always conferred substantial pricing advantages.

The difference nowadays is that more of a company's business is covered by SaaS, and so more is subject to these taxes.

If 15% of your business had wildly variable scale costs vs your competitor... okay. But if 50% does... as you say, hard to compete even with a better product.



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