This is absolutely correct, they have done for a long time. They look at what their customers build, see what grows a lot, and then build (often a shitty versio

This is absolutely correct, they have done for a long time. They look at what their customers build, see what grows a lot, and then build (often a shitty version) themselves. They don't even pretend to do otherwise, and everybody in the space knows it. I was chatting to the CEO of a cloud product who went to reinvent and was relieved to find out that Amazon had not launched a competing product. But we both know it's a "when, not if" situation. Part of the reason my new startup is on GCP. I don't want to AWS to have any of our internal growth numbers.