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The margins may well have shrunk significantly by the time the "long-term" materializes though. Cloud computing seems to me like an industry at high-risk of be
by chibg10 8y ago
The margins may well have shrunk significantly by the time the "long-term" materializes though.
Cloud computing seems to me like an industry at high-risk of being commotitized after the initial gold rush -- similar to smartphones. If that's the case, I'm not sure it makes sense to prioritize the future over today.
- MediumD 8y agoAre smartphones really a commodity, when people spend hundreds of dollars more on the iPhone vs. Android competitors? With any platform certain aspects will become commotitized, but when you have to choose between building on one ecosystem or another, there will always be room for differentiation.
- em500 8y ago"Commotitized" is not synonymous with low profit. There are at least a half dozen oil companies doing a few billion/qrt in profit.