I also wrote up my own thoughts, but it's obviously not as relevant as this. I'm a little more blunt about what AWS is doing. I even throw in a comparison to Microsoft abusing their monopoly power in the 90's by distributing Explorer for free to kill off Netscape: https://www.influxdata.com/blog/aws-intends-for-their-new-pr...
Longer term, the real question is how Elastic will respond to this commercially. Will they create more closed source? Go higher up the stack into specific applications? It's going to be an interesting and tumultuous couple of years in open source infrastructure software.