I'm interested to see how this develops. There are many issues that serious applications must address, such as how much redundancy is needed (do you need redundant web servers, redundant database servers, a web server farm, etc) that can significantly affect the cost and the software design.
Or, for example, how do you upgrade your application when the upgrade involves changes to the underlying database? Who has access to the database? Who administers it?
It will be interesting to see how they address these issues. If they can present ways for serious applications to be deployed quickly and easily, that will be something.
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