> There have always been appliances in IT.
Indeed, and, as a general rule, they were astonishingly expensive, especially in up-front purchase cost.
> The only difference with public cloud solutions
I posit that another difference is that the up-front cost is approximately zero. That makes the adoption decision much easier (even possible in the first place) for much smaller companies, especially startups.
That also means what would otherwise have been an up-front cost is hidden in the pay-as-you-go cost.
That cost-hiding does create a new problem, albeit a sublte on. A startup faced with having to buy a $300k appliance might think nothing of it if there were a smaller/dev version available for $30k for that environment. However, if that appliance actually needed to be duplicated in the full $300k form [1] in both (or maybe more, if they have stage/qa/integration, research, and/or multiple dev envs), that startup would take a serious look at alternatives. Those relative costs aren't as stark with the cloud version of applicances, until well after the choice has been made.
[1] Or, worse, an even more expensive version, if dev, testing and/or research use of the appliance is heavier than production. I expect that's a rare, outside of storage.