Given how granular AWS billing data is, I would expect the odds to be fairly good that it alone is sufficient to make a good analysis for which third-party offerings are compelling markets. Then AWS takes their execution advantage, along with things like the lower friction that arises from first-party integration with IAM and billing, as well as not having to pay retail for the cloud resources, and it becomes very difficult to retain a moat unless you have a paradigm or perspective that is both critical to succeeding and is also incompatible with AWS culture.