(1) The old school castle and moat IT model that dominates at 99% of companies. If we can disrupt this then TS, ZT, and four other upstarts could all become billion dollar companies. Right now 1-2% of this market has been disrupted at most.
(2) The put everything in the cloud and everyone gets a thin client model. If that wins then all of us lose because there is no market for endpoint connectivity. We also lose all privacy, all data ownership, and all ability to experiment or innovate without paying for it by the instance-hour with TOS-enforcement bots looking over our shoulder.