> It's not that you cannot beat AWS in one or two offerings, but you cannot beat them as an ecosystem.

Very true! If you only offer one piece, then you have to

1. integrate with them and other providers

And

2. Be substantially better (2x, 5x?) in order to beat the default provided by AWS

And

3. Don't forget you are competing with open source options as well (where the cost is the time to set up a solution, but no cash outlay)