not everything that is 'risky' is dangerous ... and not everything that is dangerous is 'risky'. (if you can, avoid the dangerous) - Auren Hoffman

when someone tells you "no one's ever lost money doing X," that's usually a sure sign someone's about to lose money doing X

data business are like the babies of one SaaS parent (like Salesforce), one API parent (like Twilio), and one compute parent (like AWS).

yes -- data businesses have three parents ... they are that weird.

traditionally monopolies' products do not improve much. and competition forces products to be better.

today, the opposite is happening.
high-competition spaces (like universities) are getting worse. low-competition spaces (like Amazon, Apple, Google) are getting better.