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Thanks MS8. To expand on your second learning, I think that points to why some of the Saas companies have had such incredible expansion and growth success - as in:
- did Crowdstrike, or Cloudflare, or Snowflake try to get or partner with Symantec as a customer? No.
- did Zoom partner with Skype, or Microsoft? No.
- Datadog with EMC, BMC Software or IBM? Nope.
- and now, Fastly with either Amazon (AWS) or Microsoft (Azure)? No.
in this latter case, it's arguable that Fastly's "edge" solution is simply a couple of years too late; as both AWS and Azure provide similar if not duplicate functionality - extremely fast staging and caching at the "edges" close to regional data centers. And other custom cloud providers have their own edge solutions.

Possibly an arcane point, which is simply that these companies saw gaping market opportunities developing that they were confident would be not addressable by the lumbering behemoths of enterprise software. They went after them with aggressive, smart people doing smart designs - and grabbed their own market share on the merits of their own product.
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