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Amazon's cloud services are a software business in the same way a utility company that wrote software to automate some management tasks is a software business.

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Have you actually used and looked into AWS? There are dozens of services that do a lot more than just what people generally think of as "the cloud".

I had to call a human being and use a fax machine to get my power turned on with the local utility. I can spin up an EC2 cluster with an API call.

Heh. I signed up on a website and put in a requests to turn my utilities on.

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