Comment by calebkaiser

There will be companies doing this. I'm saying the labs are well positioned to be those companies, as they effectively are those companies right now.

The same dynamics that define the public cloud ecosystem are at play here. What AWS sells you is access to appropriate hardware and turnkey infra for your needs. Looking at the cloud industry over the last 20 years, I find it hard to believe that it is impossible to build a moat or a huge business around this.