> The moat protecting the market share of the big RPA companies is created by the mature deployment systems that enable large enterprises to run hundreds or thousands of automated processes
This is completely incorrect. Managing processes and bots is the absolute easiest thing they do, because it's entirely under their control and a solved problem.
The actual moat is legacy compatibility -- how broad a tech stack does your RPA engine cover?
Microsoft Active Accessibility? Excel? Excel + VBScript? Legacy Windows native? VB6? Early Java with custom UI grid classes?
The point the author should be making is that Microsoft, Google, and Amazon have zero interest in eating UiPath's lunch. It's expensive (in people-time-dollars) and custom per customer. And ultimately, it's a long-tail game.
Microsoft's play is to trivially link together new deployments or migrations (i.e. to O365), then continue adding customers as more migrate to them.
Why pay to chase the customer, when they're already running towards you?
(FWIW, I think UiPath realizes this, which is why most of their new products / features are pivoting to become an Appian-esque rapid app platform. AA and BP? Less clueful)