how does this affect companies like buddybuild that offer CI/CD for ios? has it commoditized them, or does it give them a lower cost way to run their cluster?
For CI/CD providers, it depends on how they offer the underlying macOS environment. If they target enterprise workloads that have stringent compliance needs, then this offering is a net benefit especially if the enterprise is already on AWS. The cost isn't cheap but there are many ways to price it as a value added provider.