Now when I think "substantial investment" and then look at your website, what comes to mind is "lock-in nightmare". Sorry, not trying to be cruel, just wanting to give you an honest opinion.
I mean: Picture a development team pouring real efforts into development work, then training end-users to use the final product. That represents a real investment. And that investment is then locked into a vendor, where it's unclear what will happen to that investment if the vendor should decide to change the pricing model or go out of business.
I guess the original Delphi did have that problem, but the world was just a different one in the late 90s. You bought your copy of Delphi on a CD with a perpetual license, and an organization that had lock-in to Windows NT software would see it as a perfectly viable path, to keep those Windows NT systems running for the next 20 years to recoup any investment in software. Plus Microsoft was actually pretty good (and continues to be good) at establishing backwards-compatibility.
Cloud tooling definitely has the problem that vendor financial troubles = a sudden "our incredible journey" and poof, your app is gone. That's something client side apps don't have to worry about.