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> If their prices aren't changing then we have a market problem that extends beyond AWS.

How do you get there? Even in markets without any specific lock in, the top brands charge prices that have nothing to do with raw costs.




> with raw costs.

You've mistaken my point about "total cost of customer" for "raw cost of materials."

The "top brands" probably do marketing. That costs. They probably have better supply chain availability. That costs. They probably have on site engineering support they can offer you. That all costs.

What you're highlighting is the cost of CPUs has little to do with raw materials and with all this other attendant process. That has been true since a few short years after the product started existing.




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