You are speaking about big guys with big risks.

This seems like something startups will pick up first. Like they do with Firebase.

Then it will get deployed on AWS, by hand first, and then in more managed variations.

And then may slowly find it way to where you are saying.

As Author said it will take time. Maybe 10 years.

For now, this is a new toy for early adopters and maybe early startups for which this may speed up their MVP.

Question if it will be able to transition to the next steps.

I can say that there is a demand for a Firebase thing that is more customizable and self-hostable in a segment of early startups.

They start with Firebase, then migrate to something like Postgres or Supabase.

I read the article of one that started with Firebase, tried migrating to Supabase, then went back to Firebase.

This probably plays for the same niche market for now and has a long way to go before it can get to where you are.