The conventional understanding is that AWS was a top-down mandate by a prescient Bezos way ahead of its time, and that vision ultimately paid off.
In a thread that is attributing all of SpaceX and Tesla's technical achievements to Elon Musk's genius and foresight...
2) 99% of this story is fake.
Tons of people also say Musk is a massive fraud who takes credit for others' work and is simply a cutthroat businessman like Edison without any technical expertise. Your posts sound the same. http://www.paulgraham.com/fh.html
Bezos and Musk are, in my opinion, clearly very good at both technology and business.
The main claim made in there seems to be that Bezos wanted Amazon employees to switch to a more dogfooded API/service-oriented approach, with clear interfaces between different teams and areas of concern rather than internal private channels, to enable future renting out of hardware and services to customers, and that after he issued that edict people scrambled to implement it. Maybe Bezos originally came to that decision in part or wholly due to suggestions from others, but, either way, I've seen several people say he indeed did do something like that.
He used to program. He has a degree in "Electrical Engineering and Computer Science" from Princeton. Amazon had a ton of spare resources they could rent out. He's a pretty smart guy and is known for thinking about the long-term. It's not a massive stretch to say it's possible he could've made a decision like that back in 2002, when he had less on his plate than he does now.
You can say a lot of bad things about Jeff Bezos, but confidently claiming that he lacks vision and interest in tech and blindly copies whatever works is...bold.
Who was this "first cloud provider" if it wasn't Amazon?