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Early utilities tend to not be built on standards. See how early electric utilities within a country or even a city couldn't agree on voltage, frequency, phase, or even AC vs DC.

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The fact that electricity was quickly commoditized does not guarantee that AWS will commoditize.

S3 is. But obviously not all of it.

Still, there is a difference of degree. The engineering cost of making one city's electrical grid compatible with the consumers of a different city's grid were much lower (even if one grid was AC and the other DC) than the engineering cost of moving from AWS to a competitor because electricity is not that complicated.

Also, I doubt anyone was referring to electricity as a commodity in the early days before the industry developed standards.

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