Hi Peter,
Thank you for the comments and feedback. I don’t disagree with most of your points. I think the market is still very immature so customers and vendors are trying to understand what is possible.
I am actually surprised the cloud vendors have invested so much in the edge. I don’t see it as being their area of expertise or strength. However, if they do move beyond provide limited solutions, I do think it will be difficult to compete.
It would be great to chat more. Feel free to connect on LinkedIn.