8 ms·

Here is AWS's core weakness going forward...they compete with their own cloud customers. From video streaming, to online shopping, to groceries, to logistics...

Here is AWS's core weakness going forward...they compete with their own cloud customers. From video streaming, to online shopping, to groceries, to logistics...why would I (as a business consumer) want to fund my own competition? Azure competes with none of its own customers, outside of perhaps AI. Amazon is AWS's biggest enemy. Azure and GCS are going to catch up on features, and customers are going to start fleeing when they realize they are helping to fund their own demise and biggest competitor. Then there will be margin pressure. The next 10 years in the cloud are going to be interesting...and while people seem to think the Cloud already has huge adoption, it's just beginning; and I think Microsoft more than any other will be the biggest benefactor.

scirocco 8y ago
Totally agree. It's truly interesting to think how the cloud will evolve (private vs hybrid vs public). Not to forget the shift towards the edge for IoT use-cases (which will grow rapidly in the future)
slothario 8y ago
Heck, funding my own competition would be the least of my worries. What's concerning is they have full control over your data, your infrastructure, aspects of your whole business... perhaps they could "accidentally" do something that ruins you. Oops. Amazon's goal is to devour everything, which means they compete with tons of industries.
scarface74 8y ago
GCP may catch up on “features” but with Google’s horrible reputation for both poor customer support, and abandoning products, any decision maker should have second thoughts on choosing GCP over AWS or Azure.
- partiallypro 8y ago
  I don't disagree, I think Google will suffer in the Cloud game because of their reputation to 180 and kill products. But I do think they will continue to gain ground in both customers and features. As I said though, Azure will likely benefit the most. The main reason Google will remain in the race...imo is because there is still a deeply seeded hatred of Microsoft amount a big enough part of the community.
  - scarface74 8y ago
    Decision makers spending five and six figures per month on infrastructure don’t generally make decision based on “hatred” of a company. Decision makers more often than not make choices based on some variant of “No one ever got fired for buying $x” and $x rarely equals “anything made by Google.”

scirocco 8y ago

Totally agree. It's truly interesting to think how the cloud will evolve (private vs hybrid vs public). Not to forget the shift towards the edge for IoT use-cases (which will grow rapidly in the future)

slothario 8y ago

Heck, funding my own competition would be the least of my worries. What's concerning is they have full control over your data, your infrastructure, aspects of your whole business... perhaps they could "accidentally" do something that ruins you. Oops. Amazon's goal is to devour everything, which means they compete with tons of industries.

scarface74 8y ago

GCP may catch up on “features” but with Google’s horrible reputation for both poor customer support, and abandoning products, any decision maker should have second thoughts on choosing GCP over AWS or Azure.

partiallypro 8y ago
I don't disagree, I think Google will suffer in the Cloud game because of their reputation to 180 and kill products. But I do think they will continue to gain ground in both customers and features. As I said though, Azure will likely benefit the most. The main reason Google will remain in the race...imo is because there is still a deeply seeded hatred of Microsoft amount a big enough part of the community.
- scarface74 8y ago
  Decision makers spending five and six figures per month on infrastructure don’t generally make decision based on “hatred” of a company. Decision makers more often than not make choices based on some variant of “No one ever got fired for buying $x” and $x rarely equals “anything made by Google.”