Yes, I read the first entry. The use case that particularly came to mind when I said it seemed like they were outsourcing their core competency was actually the location of data centers and other such physical constraints, like peering arrangements. They're stuck with Amazon's decisions on that front. Granted they're probably large enough to get Amazon to do whatever it is they need to do, heck they can probably all but simply purchase a new data center and announce to Amazon that Amazon now has a new data center to manage :), but it still seems like an odd choice of control to release.