Comment by throwdbaaway

Of course not, don't be ridiculous. My point is that whatever man-power and resources required to run the elasticsearch service can be considered as fixed cost, while the same 47.53% profit margin can continue to "scale" indefinitely, regardless of whether you have 10 customers or 10,000 customers. That's the beauty of it.

As we can see elsewhere in the comments, your biggest competitor appears to be the various kubernetes operators. With kubernetes as the common stack across multiple cloud providers as well as on-prem datacenters, the 10,000 customers can now contribute to the same operator project, to possibly get somewhere close to, or even exceed, what AWS can do with a small team of engineers.

Perhaps anticipating this trend, GKE now has an "autopilot" mode, such that a 30% profit margin is already included in the node pricing. That's one hell of a moneymaker.