Very interesting. Thanks for sharing.

Since you have experience in this, I’d like to hear your thoughts on a common assumption.

It goes like this: don’t build anything that would be feature for a Hyperscalar because ultimately they win.

I guess a lot of it is a question of timing?

I think it really depends on whether or not you can offer a competitive solution and what your end goals are. Do you want an indie hacker business, do you want a lifestyle business, do you want a big exit, do you want to go public, etc?

It is hard to compete with these hyperscalers because they use pseudo anti-competitive tactics that honestly should be illegal.

For example, I know some ASR providers have lost deals to GCP or AWS because those providers will basically throw in ASR for free if you sign up for X amount of EC2 or Y amount of S3, services that have absurd margins for the cloud providers.

Still, stuff like Supabase, Twilio, etc show there is a market. But it's likely shrinking as consolidation continues, exits slow, and the DOJ turns a blind eye to all of this.

Counter argument: Zoom, DocuSign

But you do have to be next to amazing at execution