Interestingly, I think we saw (seeing?) a version of the same playbook being used at AWS - see the debacle around the AWS managed Elasticsearch service.
I don't think is the same case. AWS playbook will to abstract any customer operational cost into manage service ELK, MongoDB, Kafka, Redis, etc
I am sure there are hundreds of companies that were asking AWS to offer a fully managed Kafka service. I asked for it many times to my account manager when they where pitching Kinesis.
I am sure there are hundreds of companies that were asking AWS to offer a fully managed Kafka service. I asked for it many times to my account manager when they where pitching Kinesis.