AWS is basically software defined enterprise/software defined business at this point. Their products and services are amazing, and they will certainly dominate the fortune with GOOG and M$, etc. I'd imagine the push down into the SMB will more a bit more difficult, the push up into the SMB with a more b2c(dev) product offering and community approach seems to be the the better game here, think Microsoft and Apple in the early days. These are still multi-billion dollar addressable markets, there is a lot of room to play in cloud.