Can you really ship slower?
In the end it’s a winner takes all market, and AWS needs to out-innovate azure to win.
And as customers of AWS we’re all looking forward to the next re:invent for new features, and we’re voting with our money buying huge amounts of AWS services.
Also, as a potential employee, I would always sign with the company that has positive cashflow through customers that pay for shipped value, rather than a company with a great code base, but a bad sales track record.
Startup founders and management types are obsessed with optimizing dev time at a day/hour granularity though in my personal experience, so it's a lost cause.