I'm hoping we get some good competition for AWS that comes out of this. This is probably the largest data center build out push in a long time.

It would behoove a lot of these companies. There again say $13 billion series f to make an AWS competition stack.

I mean you have all the infrastructure to magically write the code for you right?

I'm skeptical, it's not like the competitive offerings we already have don't bring anything to the table. If anything, GCP is a lot more pleasant to use. Yet AWS still maintains its dominance, imho out of inertia. No org wants to make "Migrate to [Other Cloud]" its main project for the year for some small savings or "because we've heard great things about it." The opportunity cost is too high. And new firms who spin up go with the cloud the founding engineers know (have used before) because they want to ship asap, not to learn another cloud provider. So I predict AWS continues on like this for decades.