I don't think that's quite comparable. Contrary to platforms like Google App Engine or iOS, the core infrastructure AWS offers is sufficiently open and commonpl

I don't think that's quite comparable. Contrary to platforms like Google App Engine or iOS, the core infrastructure AWS offers is sufficiently open and commonplace that you wouldn't have such a hard time moving away from them in the unlikely event that they'll throw you out. This is simply a case of a much more classical business dilemma: a big company decides to build a product that competes with your small company. The somewhat strange thing about this case is that the big company is also providing the infrastructure for your small company so they win regardless of whichever product wins, but not at the cost of the small company's ability to build a better product.