Comment by bko

It certainly has the potential to be a huge market. What barriers prevent others from entering?

Software? Does Amazon have have a monopoly on strong technical workers or patents? Not sure about the ladder, but certainly not the former.

Capital? Cloud hosting is probably capital intensive but there is plenty of interested parties with capital.

Legislation? Probably a lot lower barrier to entry than other industries, although I'm not sure.

It could just be that they are executing better than the others.