There is room in storage for many kind of products with different sets of tradeoffs. And don't underestimate the ability of a startup to move much faster than AWS.
For the most part, I agree with this! The storage market is big enough for everyone because of all of the different needs that customers have. That said, if we are able to build something that provides EBS-like performance with pay-as-you-go pricing, there are likely large economic reasons why AWS would not chase making that the default.