Having everything in my phone is a great convenience for me as a consumer. Pockets are small, and you only have a small number of them in any outfit.
But cloud services run in... the cloud. It's as big as you need it to be. My cloud service can have as many backing services as I want. I can switch them whenever I want. Consumers don't care.
"One model that can do everything for you" is a nice story for the hyper scalers because only companies of their size can pull that off. But I don't think the smartphone analogy holds. The convenience in that world is for the the developers of user-facing apps. Maybe some will want to use an everything model. But plenty will try something specialized. I expect the winner to be determined by which performs better. Developers aren't constrained by size or number of pockets.
But cloud services run in... the cloud. It's as big as you need it to be. My cloud service can have as many backing services as I want. I can switch them whenever I want. Consumers don't care.
"One model that can do everything for you" is a nice story for the hyper scalers because only companies of their size can pull that off. But I don't think the smartphone analogy holds. The convenience in that world is for the the developers of user-facing apps. Maybe some will want to use an everything model. But plenty will try something specialized. I expect the winner to be determined by which performs better. Developers aren't constrained by size or number of pockets.