Is AWS a Dumb Pipe

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Telecom companies. became the "dumb pipe" by giving up higher-level services.
Will AWS follow its track?
Yes:
- Being a dumb pipe is way more economical. Why waste money?
- There are so many blooming industries. AWS can never catch up and will eventually become a pipe.
- Private markets will foster some higher-level service that downgrades AWS as one pipe of many, like Snowflake.
No:
- Product quality difference is very hard to notice these days. AWS has a huge business opportunity.
- AWS can move up. Kafka → Kinesis. MongoDB → DocumentDB. Redis → MemoryDB. ElasticSearch → OpenSearch.
- AWS engineers are already too tech-savvy. They will not miss a business opportunity.
- Why would businesses add more vendors if they can use the AWS product?
- Incentives are aligned between open source and hyperscalers (?)