The cloud providers are providing a lot of software as well: relational databases, other kinds of data stores, load balancers and so on. They also provide you an integrated ecosystem where these things work well together.

Correspondingly, you need far fewer engineers in your company to build and maintain custom software for such things. I am wondering whether in medium term - say the next 4 to 5 years - we are going to see an order of magnitude decrease in the number of jobs in this sector.