> "If you can run our product on your own, you get it for free"
Except that's not how it works with Elastic. I know at least one company (Acme Inc) that doesn't offer anything like Amazon, but does have clients who can access their "own" (client-specific) data hosted in Acme Inc's Elasticsearch cluster; it's a somewhat marginal (but still important) feature in the product, yet still, due to it, Elastic maintains that Acme Inc resells Elasticsearch and thus needs the "Enterprise" license to be in compliance.
So, Elastic are not only going for AWS and people who cannot host their own Elasticsearch, they are going a bit wider than you imply here.
Except that's not how it works with Elastic. I know at least one company (Acme Inc) that doesn't offer anything like Amazon, but does have clients who can access their "own" (client-specific) data hosted in Acme Inc's Elasticsearch cluster; it's a somewhat marginal (but still important) feature in the product, yet still, due to it, Elastic maintains that Acme Inc resells Elasticsearch and thus needs the "Enterprise" license to be in compliance.
So, Elastic are not only going for AWS and people who cannot host their own Elasticsearch, they are going a bit wider than you imply here.