You're definitely correct. I tried to cover this in the post: > There are obvious differences between Craigslist and AWS. The most important is that Craigslist

You're definitely correct. I tried to cover this in the post: > There are obvious differences between Craigslist and AWS. The most important is that Craigslist (and each of the category spawn) is a marketplace, and so has the powerful advantage of network effects. Another distinction is that AWS has relative cost advantages over its unbundlers when it comes to the fundamental components of infrastructure (compute, bandwidth, storage, etc.), and I can’t see a parallel to Craigslist. So it’s not a perfect analogy, but the premise of unbundling certain categories still holds. Scale effects are obviously at work in AWS. My premise is basically that higher-level things may be advantaged over AWS offerings because their scale advantages dissipate the farther away you are from their 'primitives.' I don't deny that there are some holes in the logic and comparison.