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> if Elastic's future improvements are better than AWS', it'll drive use of their services over Amazon's.

Except Amazon has a moat: no egress fees and network effects. AWS is starting the race way ahead.



Elastic doesn't need to make more money than Amazon. They just need to be able to make enough to have a healthy business, and so far they've achieved that. $500MM yearly revenue with 40+% growth is nothing to scoff at.

It really seems like Elastic's motivation here is jealousy more than anything else. Which I understand from an emotional perspective, but from a logical perspective it's a big business blunder they've made IMO.




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