You don't have to look at specific data. You could glean a lot simply from the fluctuation of the aws bill of a competitor. Oh look, the AWS usage went down by

You don't have to look at specific data. You could glean a lot simply from the fluctuation of the aws bill of a competitor. Oh look, the AWS usage went down by 10% after we launched 1 day shipping. Or look, some competitor's Black Friday usage didn't spike as much as it did last year, etc.