Oxide is selling a technical solution to technical customers with ownership needs or desires for security, regulatory, or other reasons. Access to the complete stack source code is another. I know a bajillion of these customers and they all have very, very deep pocket books.

They are specifically going after features in a way that no other vendor is, with an extreme care of execution of their crafts at the highest level.

The problems oxide is solving for these customers is something Amazon has shown no interest in. Could they? Sure, they could do anything they put their pocket books to doing, but they haven't.