The "real world" counterpoint to this somewhat abstract notion is that even if FedEx wanted to build on-prem, there is not enough cloud ai talent in the universe to meet future demand. It's not just their pref for academic sanctuary, it's that there simply aren't enough cloud architects & AI PhD's with experience at AWS scale. It's hard. Choice is an illusion. GCP AutoML, Tableau, Bubble. Way simpler to train fresh grads via cloud native tooling, than from the cli (the way we did things) ;)

I think the digital transformation to watch is the US Government's IRS Tax Cloud. Never been into taxation law & policy wonkery myself, but Tax Cloud is purported to Save Trillions in TCO!