> EKS (like all AWS services) is heavily integrated with AWS IAM. As most people know, IAM is the true source of AWS lock-in This one thousand times over. Lots of companies have multi-cloud on their strategy but when it's time to actually implement it they find that the cost to adopt hyperscaler #2 is just the same or even more as they spent on integrating hyperscaler #1. While Kubernetes makes workloads portable bet…
This kind of generalised, simplified capability is quickly emerging for Kubernetes too. Knative is such an effort (we contribute there too), there are many others. What has typically been missing, in my view, is an understanding that different roles need different things from a platform. Kubernetes kinda blurs the business of being an operator with being a developer.
That's fine at a small scale. It's also workable, including some automation, at large scale if you trust everyone. But there are lots of folks in the middle who are at large scale who can't just let anyone do anything they like. They need crisp boundaries between developers and operators which are safe and easy to traverse. You also need top-to-bottom multi-tenancy with no way to opt out, which is not yet a thing to vanilla Kubernetes.
In any case, I don't think AWS is going to be wiped out by Kubernetes. But taking a counterfactual view, it seems plausible that the introduction of Kubernetes has flattened their lockin trajectory and hence reduced their long term profits as an area under the curve.