the packaging one is an odd example because it’s hard to imagine a company that both needs an enterprise packaging solution external to their cloud provider, and is python only

i have a similar concern for the Pydantic folks commercializing via observability platform; how big is the market for python-only observability?

i think both cos will either look for money elsewhere, or find themselves having to deal with at least a few other language ecosystems. Even python+typescript would 10x the TAM or more