Personally think that supabase and vercel are giving AWS a run for their money, and will start to eat into their market share. The developer experience is far superior to AWS, in a way that cannot be argued away by AWS handling "more complexity and scale". Supabase/Vercerl products are superior to large cloud providers, and while they target a narrower aspect of the tech stack, and to smaller customers, they will expand into more enterprise as their users grow.
AWS needs to get their act together and start prioritizing developer experience
Also, supabase is looking like the go to database for ai created apps. Which will be a major tailwind
But it doesn't matter because they are transitively being used by virtue of Vercel/Supabase being on them. They could definitely charge more, that's for sure, but it's not like they don't get a pretty penny from others building atop them
AWS needs to get their act together and start prioritizing developer experience
Also, supabase is looking like the go to database for ai created apps. Which will be a major tailwind