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> In fact, I can’t think of a single industry, other than bookselling, that Amazon has entered with significant negative repercussions for the incumbents in tha

• AJ007 8y ago
  AWS is arguably an original category. Unfortunately this is really just an opinion piece. I’d like to see some empirical work examining Amazon’s impact on different markets.
• tanilama 8y ago
  AWS creates its own market...Only until recently it became to eat pies from IBM/Oracle...etc.
• Lazare 8y ago
  That was covered later in the article: > Amazon is great at inventing new categories, from online bookselling to cloud-computing services to voice-commanded personal assistants. The author is categorising AWS as a new category more-or-less created by AWS, rather than an existing category they entered and disrupted. I'm not sure I 100% agree, but it's still a reasonable position to hold. VPS providers existed before AWS, but AWS is much more than just another VPS provider.
• aisofteng 8y ago
  In 2017, IBM cloud revenue surpassed Amazon’s: https://www.forbes.com/sites/bobevans1/2017/07/28/ibm-beats-amazon-in-12-month-cloud-revenue-15-1-billion-to-14-5-billion/#6b400ee39d64 https://www.forbes.com/sites/bobevans1/2017/07/28/ibm-beats-...