> Managing infrastructure is doesn’t provide a competitive advantage unless you’re something like Backblaze, DropBox or another company where your entire reason for existing is your infrastructure expertise.

You don't need to be a company "where your entire reason for existing is your infrastructure expertise" in order for managing your own infrastructure to be a competitive advantage. Managing (some of) your own infrastructure can be a competitive advantage even managing infrastructure is not your core competency or even your goal. It is a competitive advantage of the TOC is lower. It sometimes is.

But if you're now saying you agree with my statement, then I guess well we're in agreement.