> The moat is so vast that I really doubt any current provider will ever catch up.

While I agree AWS is king today, this notion that no one will ever catch up have been said many times of other businesses throughout history and truthfully only time will tell if that remains true.

At one point in time it was hard to ever imagine someone dethroning Google search. Now I can only imagine it’s a matter of time before people prefer asking AI questions they use to query Google for in majority of cases.