Core Insights - The article reflects on the evolution of public cloud computing since 2010, highlighting its initial development stage and the significant growth it has experienced over the years [1]. Industry Overview - Public cloud computing was in its nascent stage in 2010, indicating a market with substantial potential for growth and investment opportunities [1]. Investment Perspective - The author emphasizes a contrarian investment approach, suggesting that thorough due diligence can uncover valuable investment opportunities within the cloud computing sector [1].