[peterwwillis]

> A k8s-focused cloud provider gets an enormous number of already existing k8s services without the need to compete directly with all the AWS services.

Not really. AWS is largely independent service products with a few shared core services. K8s is just the core services.

Each AWS service is effectively its own product. Regardless of what tech you have in the background, you would have to make a complete product to compete with AWS's version. You would still have to build an entire customer interface and documentation and do product support.

Or you could build one giant monolith product that isn't decomposeable into services, and at that point you're no longer an AWS competitor, you're just another weird PaaS that enterprise won't touch. Enterprise is a whale, and you need whales.

Looking at k8s like it's a business solution is like looking at a wheel+tire and thinking it's a car.