I think this is a safe assumption. It's well known in the dev tools space that if you do well, AWS will start to compete with you.

A bunch of VCs have articles about how the big cloud players change the ecosystem (esp that AWS will just compete - won't even offer to buy), and Andy Jassy said something like "your success is our opportunity" at the last re:invent.

(I should really have citations for all this stuff but a quick search didn't find them and I'm in a rush, sorry!)