This is suuuuper interesting. I’ve always had a ton of respect for the 37signals guys and can’t wait to see what this model looks like. https://once.com/
They are always innovative. In the Ruby of Rails 20th anniversary talk, David Heinemeier Hansson touched on this point and said that they are migrating all their servers to bare metal ones to escape the rent cage. It is a talk worth watching, with some thoughts on the influence of the financial/monetary system in the development of new software products: https://www.youtube.com/watch?v=iqXjGiQ_D-A