Earlier quoted context omitted.
I disagree. Services are worth far more than software. That's what cloud/SaaS is all about. AWS is rising to meet the demand by customers paying lots of money to have their problems solved, not worry about software licenses and operations. I trust the creator to run a hosted service better than a generic cloud provider, but most don't which is a failure of their own making. A few companies like Redis Labs and MongoDB…
The article specifically mentioned that the integrations AWS can offer between services simply cannot be competed with by any single company, no matter how good that company makes their own hosted product.
The APIs are all public. The company can build whatever integrations they want to offer. For example, many already use EC2, VPCs, S3, Lambda, Kinesis, etc. to extend their databases into a client's architecture, and it's no different than what AWS provides.