Hm, I don’t think the craigslist analogy works. For the same reason it’s difficult to argue there’s opportunity for “unbundling Facebook” by launching a new im

Hm, I don’t think the craigslist analogy works. For the same reason it’s difficult to argue there’s opportunity for “unbundling Facebook” by launching a new image sharing service, building a news aggregator to compete with newsfeed, building a new messaging app to compete with Messenger, etc. The main reason I disagree with the premise is security / compliance requirements of large customers (a large percentage of the market). The largest purchasers of AWS-like services prefer to work with as few vendors as necessary to minimize the number of vendors they need to worry about during security audits, contracting, etc. The other obvious problem is, similar to Facebook, AWS has a “network effect”, in that all AWS services live in the same physical data centers, which results in potentially competing services suffering from higher latency than “native AWS” services which might make it harder to compete. Consumers did not have the same level of loyalty to Craigslist as business have to AWS.