Judging from pages 4-5, I'm guessing these include NYT, New Relic, Ticketmaster, Alaska Airlines, Spotify, and Github.

They mention other cloud platforms as competition, and Azure has a CDN. I doubt Github would switch anytime in the near future, but the dangers posed to smaller companies by the consolidation under giants is interesting. What happens when your competitor doesn't just try to steal your clients, but can actually just acquire them?

They also mention one risk as their dependence on AWS, a competitor, and that if all the cloud providers blackballed them, they'd be in trouble.