I agree, but on the other hand: it's just software. We just need to build easy few-clicks transitions for the most popular usages.
Like Azure, didn't catch up with AWS on day one. They first added the most used features.
The US software moat is large, but I bet the most used features of the most used services are easier to replicate.
It's a 2 step process, first you have to rebuild the thing (or most of the thing) yourself, which is already a huge undertaking.
Then you need to migrate everyone from their current stack to the new one (or new ones. You probably want to give more than one option).
The migrating might even take longer than the building.
I'm betting it mostly doesn't happen but we'll see.
