Yeah, so they’re not really competing with Elastic right? If I already have an AWS environment I’m never going to use an Elastic hosted service, since it’d be outside my VPC.
I really don’t understand how that business model works.
I really don’t understand how that business model works.
It's similar to bundling tactic of Microsoft, and other big vendors. By bundling MS Teams with other things, no one has to "buy" Teams, they already get it for "free" (well, it's no extra cost beyond what they would be paying for Office or whatever already), so why "buy" Slack when you have a similar chat tool for "free".
If AWS didn't take the work of Elastic those customers might have used Elastic's services instead.
How can AWS offering the same thing not be competing against Elastic's offering?