Analogy
- Manufacturing plant → datacenter
- more capex → more datacenters → more revenue
- workers → software engineer building the platform for customers.
- currently high margins as less players in market.
Pros
- early mover advantage.
- building datacenters takes time ( time barrier for new players)
- data localization is the future
- booming Indian software companies/groups/ individuals will use E2E.
Cons
- new players with deep pockets can disrupt.
- only meant for small size companies.
Notes:
With current hype of datacenters, AI n semiconductors, valuations has no limit.
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