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As a non-salesperson I would like to ask: what do you mean with infrastructure?

FAANG is just about de facto monopolies too big to compete with, so I don know what parallel you draw on.

I think "infrastructure" in that every other app that might integrate with a CRM has a salesforce integration.

Also, you can expect sales hires to know salesforce.

Netflix has major competitors in Hulu, Amazon Prime and Unnamed Disney Category-Killer.