Most tech-related decisions I make as a business user are based on a single overall criterion: must-have or nice-to-have. I find must-have products are typically stand-alone or can become stand-alone through widgets or integrations. A mothership product company with a platform can outlast the niche “food truck” vendor companies. The nice-to-have “food trucks” can battle motherships if enough can get together via API platform (like zapier) against a common enemy. Motherships like Oracle or Microsoft can easily build or buy “food trucks” so that they can regain their market footing.
It will interesting to see what happens when the cloud world truly converges.