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Of course it is. But you need to operate the service while you're building the replacement. What that says to me is that there is an order of magnitude improvement in their operational costs available to them. Depending on how long it takes to build their own infrastructure, that could imply a big boost to margins 1, 2 or maybe 3 years down the road.

The cost of moving software that relies on app engine frameworks is probably the bigger unstated one. Unless you can port those frameworks to your shiny new datacenter with automated deploys, etc, you'd be running two versions of the same code for a while.

you could probably make microservices a requirement as a governance issue for this reason alone

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