[Androider]

All of AWS' big money makers are the meat-and-potatoes services around compute, storage, databases etc. where you could drop their offering and replace it with another in a straightforward way. It will cost you to migrate in terms of time and direct spend (those egress fees...), but it's possible. Companies ultimately stay put because the products work and the price is reasonable, but if they tried to 10X the price overnight everyone would eventually bolt.

Yeah they keep pushing higher-level services, but the uptake of these is extremely limited. If you used something like SageMaker, which has an extremely high lock-in factor, it's probably because you're an old school company that don't know what you're doing and AWS held your developer's hand to get the Hello World-level app working, but at least you got your name printed in their case study materials of the project at the end.

I think OpenAI looks at AWS and thinks they can do better. And for their investors, they must do better. But in the end I think the commoditization of LLMs is already almost complete, and this is just a futile attempt to fight it.