Right, I don't think they have to directly attack anyone. It's just a matter of tradeoffs - here are the things the Google Cloud gets us, here's a specific example that hones it in, and here's why that's critical to our business.

At the moment, the blog post just says, "Yay we moved to the cloud" and threw out some marketing buzzwords. It should be beyond a shadow of doubt that they got a lower price as a result. That's ok - now give us the details! On a product level, what made Google Cloud so compelling that you were willing to move your entire infrastructure to it? That question really wasn't answered, and is really the biggest thing, as a customer, I'd want.

Right now, I'd have to call Spotify as a reference in order to do to get that answer, which again allows them bring the price lower. Not necessarily democratize the information.