I think there’s an opportunity for an IkeaCloud or AldiCloud that is just barebones and cheap but still is a proper cloud.
Given that Microsoft and google are struggling to match aws it seems we’re still decades away from someone truly being able to deliver the same features, scale, and reliability.
Upcloud, Vultr, Scaleway, Linode, DigitalOcean, etc have all included managed k8s. I think the standards have moved up and it's pretty much a standard feature of most bare bones cloud now.
Given that Microsoft and google are struggling to match aws it seems we’re still decades away from someone truly being able to deliver the same features, scale, and reliability.