Comment by MagicMoonlight

Yes, the idea is that you focus on the things that differentiate you from the competition. If you’re a factory that makes nails, a better data centre won’t make you any more money. It won’t help you sell more nails. So you should leave the data centres to the experts, and focus on work which improves your actual product.

If you don’t, you’ll be stuck trying to figure out data centres. Hiring tons of infrastructure experts, trying to manage power consumption. And for what? You won’t sell any more nails.

If you’re a company like Google, having better data centres does relate to your products, so it makes sense to focus on them and build your own.