I basically read this as "we're so technically superior in several ways ... wtf is everyone still using AWS instead of us?"
It reminds me of the attitude of one Google engineer I know, which is basically Google is such an amazing place, with such visionary leaders, and across-the-board smart engineers, that they can wander into any domain they want, and just assume they'll succeed/print money like AdWords.
I'm paraphrasing and also probably putting words into his mouth, so apologies for phrasing it in the extreme to make a point.
Part of me wishes it was that way: as long as you had the smartest people + biggest warchest (which they basically do), victory would be pre-determined. But capitalism has a way, if anything, of handicapping the existing giants, and you can't just wander into a field "because we're really smart" and assume you'll win.
</armchair business insight>. Feel free to correct my assumptions/biases.