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> I also don’t know who they get acquired by. I don’t see AWS making acquisitions like this. From what I’ve seen, it seems like they try to buy companies at lower valuations (than multiple billions).

No reason why this won't change. A market leader needs to consolidate their position year-after-year. GitHub was a great acquisition AWS missed. They shouldn't want to miss the next GitHub.



Yeah, or Amazon just copies their business model and launches it as another service on AWS.


Copying just the business model would not break through network effects, the kind of which GitHub has. Also see: https://medium.com/s/story/jeff-bezos-jack-ma-and-the-quest-...




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