I think the general lesson here is that if it is a server-based operation that can be made more cost effective in bulk, Amazon are interested in doing it.
I assume the Heroku guys have noticed by now. Hopefully they're working on designing Amazon out.
I really want someone to make an RDS-like service for Postgres. But I don't blame people for not trying right now, I'm sure Amazon will do it eventually.
I can't quite believe Amazon has never acquired anyone, though- are there any high profile ones out there?
No one builds services like amazon. They aren't interested in bolting on someone else's idea company.
Anyone who has used their instant streaming service. They have a boatload of video to transcode to zillions of devices. The fact that they would take that in-house was not a particularly big leap.