This article presents an interesting comparison between Amazon today and M$ during the Gates monopoly era:

Working with AWS now is a lot like a software company partnering with Microsoft in the 80s and 90s — it’s both your biggest partner and your biggest rival so tread carefully.

AWS isn’t the juggernaut M$ was in the 90s (yet), but Amazon has entered into Netflix’s wheelhouse with Amazon Instant Video (which coincidentally did not suffer a service disruption). I wonder how long Netflix can stand “coopetition” with Amazon before they consider moving services to other providers.