It makes sense for Microsoft/IBM/Oracle to jump on the k8s bandwagon because they're basically doing the worst/newest entrants but why AWS? They already had Clo

It makes sense for Microsoft/IBM/Oracle to jump on the k8s bandwagon because they're basically doing the worst/newest entrants but why AWS? They already had CloudFormation, along with lots of energy already dumped into SDKs for various tools (ECS, beanstalk, etc). I think it makes sense for AWS to jump on the bandwagon because they understand that Google is trying to commodify its complements [1]. The thing that AWS is betting on, I think, is not only surviving but thriving in a commodified environment [2]. The bet that AWS is making is that just like Amazon's retail business, commodification will hurt their competitors more than it hurts them, which will then allow them to make the most of the newly cleared competitive environment once the dust settles. Google's play, on the other hand, is to use the fact that Google is massively profitable elsewhere to allow Google cloud to run at negative profitability for a while in order to try to take a chunk out of AWS. The big loser I see from Kubernetes is Azure. Unlike Google, Microsoft does not have massive and growing profits from elsewhere. Enterprise and consumer Windows sales, while profitable, are on a declining profitability trajectory, according to Microsoft's own estimates. At the same time, Azure, in my estimation, doesn't have to survive extremely low margin environments in the same way that AWS can. [1]: https://www.joelonsoftware.com/2002/06/12/strategy-letter-v/ https://www.joelonsoftware.com/2002/06/12/strategy-letter-v/ [2]: https://quoteinvestigator.com/2019/01/13/margin/ https://quoteinvestigator.com/2019/01/13/margin/