Sandboxes look a bit commoditized. You cannot 10x on basically what's just a VM with a few agent-friendly features in 2026. Hence competing on purely price as a new startup is a bad idea imo. As you mentioned hyperscalers have insane margins, but if this turns out to be a real market, they will lower cost, even just eat the loss if they want and take you out of business. Without any hardware innovation, it's tough for me to see this working. If you are going with a customization angle, again, no moat and plenty of competitors