> This market is ripe for disruption. here should not be a need to shovel hundreds of billions per year into AWS revenue for the industry. The same business operating at 20% margins would be a game changer.
Honestly, I don't understand this line of thinking. You're not alone in it either, but it always reads so naive.
Like you can magically hand wave or it'd be so easy and get a competitor who can do it just as well and/or cheaper than AWS. But somehow these statements seem to ignore that you can't. Otherwise Digital Ocean would've, or cloudflare or <name-your-linnode-rackspace-startup>.
The industry funnels billions to become vendor locked in because AWS is simply that good - bar none.
Even Google kept considering killing GCP for years. Meta is going to burn a bunch more billions on cartoons that play in your glasses before they get into cloud hosting and the other existing competitors have huge issues crossing the chasm of "everything is an API" that AWS has.