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AWS is also the primary driver behind amazons stock price.

Within a few months or years amazons shopping marketplace could become eclipsed by another. Consumers can switch brands quite quickly if they see a better service elsewhere.

AWS on the other hand is very hard to migrate from. Can you imagine the investment necessary to move a large company off AWS infrastructure, when you have legacy and unsupported services that nobody knows how they work, depends on intricacies of amazons managed services, and have no way of doing zero downtime data migration?

Basically, Amazon can gradually increase the price of existing AWS services, while lowering the price of all new services to attract new customers. (Think "From 2019 we will be releasing S4, the new cheaper data storage system!").




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