Nearly everyone who was ever disrupted had the exact the same attiude that you emit here. Blockbuster video probably thought "the market wants what we are renting! physical media ftw baby" fast forward and they are dead.

I'm being dramatic here and I obviously don't think amazon will die. But lets re-visit this post in 5 years and I bet AWS is selling a lot more bare metal. Because thats what the market will want.