§ 06 · SECTOR DEEP DIVE · 10 PLATFORMS
SaaS & Cloud
Enterprise infrastructure. Where organizational lock-in reaches maximum depth.
10
Platforms
4.71
Mean B
4.46
Median B
9/10
Above B = 1
Key Structural Finding
AWS (p=10) and Salesforce (o=9) represent the extremes of cloud lock-in: infrastructure dependency vs organizational embedding. Zoom proves that massive daily usage with high substitutability produces commodity economics. Snowflake demonstrates data gravity — petabytes of accumulated data are the ultimate switching cost barrier.
Sector Rankings — Palantir (9.66) to Zoom (0.90)
| # | Platform | Ticker | Mkt Cap | Capture | Escape | B | Zone |
|---|---|---|---|---|---|---|---|
| 01 | Palantir | PLTR | $280B+ | 2.26 | 0.23 | 9.66 | BLACK HOLE |
| 02 | SAP | SAP | $350B+ | 2.24 | 0.31 | 7.21 | BLACK HOLE |
| 03 | AWS | AMZN | (Amazon) | 2.24 | 0.33 | 6.85 | BLACK HOLE |
| 04 | Microsoft 365 | MSFT | (Microsoft) | 1.98 | 0.42 | 4.73 | BLACK HOLE |
| 05 | Salesforce | CRM | $260B | 1.78 | 0.39 | 4.54 | BLACK HOLE |
| 06 | Adobe Creative Cloud | ADBE | $190B | 1.63 | 0.37 | 4.38 | BLACK HOLE |
| 07 | Snowflake | SNOW | $55B | 1.52 | 0.42 | 3.67 | BLACK HOLE |
| 08 | Google Workspace | GOOG | (Alphabet) | 1.37 | 0.51 | 2.68 | BLACK HOLE |
| 09 | Slack | CRM | (Salesforce) | 1.36 | 0.54 | 2.52 | BLACK HOLE |
| 10 | Zoom | ZM | $24B | 0.65 | 0.72 | 0.90 | GROWING GRAVITY |
B-Index Distribution
Mean Parameter Profile
Capture Escape Extended