This seems like an interesting pendulum swing where the few companies not reliant on AWS could capture significant enough revenue by maintaining uptime during a potential busy season outage.
Maybe they'll just find themselves DDOSed by the sudden influx of visitors? As a small example, i think HN was slightly slower when FB had their outage.
That depends on them being up the rest of the time. If they have an equal number of outages as AWS, it has the risk to make them look worse (since all attention is on them when they're out).
These two outages have been incredibly anomalous, I doubt you'd get much revenue betting that they'll be a common occurrence.
Agree. Now viable alternatives exist. The nextgen cloud providers will learn from the weaknesses of incumbents and innovate.