They have a huge computing platform and a brand name

Which can be substituted by any other computing platform that has the necessary function for your application. As long as one exists, you're good to go. (possibly none exist yet)

The brand name doesn't count for anything unless you, as an application developer, decide to assign some value to it.

The compute platform is commodity. Even Accenture has a cloud.

The brand name holds little weight outside of developer communities. But developers are exactly the group that will happily shop around alternatives. The App Store had power because of consumer buy-in, not dev buy-in.

Huggingface has the same things but it has the feel of Github.