The killer app behind Azure and GCP in a lot of cases, the thing that really drove multi-billion dollar decisions made by the largest cloud customers in the world, was that they were not Amazon.

Why would Walmart want to let Amazon hold their business hostage, tell them all their secrets - literally pay to hand it over to them - and generate profits that would surely be re-invested in competing against them in retail? Even if AWS handled Walmart's account in 100% good faith and helped Walmart tremendously, they would still ultimately be paying to make themselves less competitive in a world where their single competitive edge (low-margin retail) would be eroded.

Would the consumer - or really anybody that likes having cheap, widely available products they don't personally make for themselves - ultimately benefit in a world where Walmart's only choice is AWS (startup-branding) and AWS(ea-branding) and AWS(IBM branding) and AWS(Microsoft-branding, if they were also evil chinese communists who maybe trained on the traces they paid for)?

better hope you're not walmart