The point isn't losing merely Uber; the point is losing trust. Granted this is a competitor talking, here is Satya a few days ago: "No customer wants to be dependent on a provider that sells them technology on one end and competes with them on the other." Uber and Lyft is one of the great tech rival stories of our time. If Amazon comes in and crushes Uber, will any startup trying to make it big want to use AWS?