> In substance they are similar in that they both want/ed tighter "vertical integration" of tools ("DX") in an opinionated way, with the money-making plan being convenient paid hosting. "Look how easy and fun it is to make powerful stuff; we hope you give us money to host it for you!" So far the only company that's had success with this pitch is Amazon of all people, by offering a staggering array of partially specialized EC2 instances behind an API.

I think NextJS and Vercel probably fall into this bucket as well.