I don't see a fight between AWS and ARM as a realistic scenario. In The Great British Bake-Off, Mary Berry and Paul Hollywood were competing against neither the

I don't see a fight between AWS and ARM as a realistic scenario. In The Great British Bake-Off, Mary Berry and Paul Hollywood were competing against neither the contestants nor the baking challenges. Their involvement was defining the scoring rubric and selecting the winners. Similarly, AWS is in competition with nobody in this context. AWS just influences the competitive landscape and chooses who wins by awarding contracts.