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Indeed, they're letting all of these businesses and professionals subscribe to the gold mining equipment - but retaining ownership of it, and they'll be able to undercut those services and cut people off as they please.


This is effectively what Amazon does. Provide the infrastructure to make money selling things, then let merchants de-risk their R&D into what sells best and would be most profitable, then sell their own version of it.


I don't see AWS fast-following the 1.5 million companies that use AWS, not even the 0.1% most successful of them.




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