AWS
Cashing in Stage 3
AWS invented on-demand surplus for builders, then layered 200+ services and data egress economics that discourage leaving. Stage 3 infrastructure landlord.
- Since
- 2006
- Function
- Developer platforms
- VC-backed
- Yes
- Public
- Since 1997 (NASDAQ: AMZN)
News signals
Nov 22, 2024
Amazon invests another $4 billion in Anthropic as AWS becomes primary training partner
AI upsellMarket consolidation
Oct 7, 2024
U.S. antitrust case against Amazon to move forward
Subscription bundlingEcosystem lock-in
More in Developer platforms
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Fly.io
1 Plenty for usersDeveloper hosting platform built on open container standards with transparent usage-based pricing; VC-backed but designed to avoid the proprietary lock-in that defines AWS and Vercel's moats.
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GitHub
3 Cashing inDefault forge for open source: Copilot, Actions minutes, and enterprise tiers monetize workflow lock-in.
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GitLab
2 Hard to leaveOpen-core DevOps platform: self-host option preserves some exit, SaaS still pushes seat-based upsell.
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Vercel
2 Hard to leaveFrontend cloud with stellar DX: usage-based billing and framework coupling can still surprise teams at scale.
