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If Google includes G-Suite (does it? I don't know!) then MS including Office 365 is fair.

ajross 6y ago
It's not about "fair", it's about whether the products are comparable. Amazon simply doesn't offer online document software a-la Office or G-Suite. (Likewise Microsoft and Google don't offer equivalents to some of esoterica you can find in the AWS menagerie). If you want to do an analysis about who is beating who, you need to compare competing products.
- chomp 6y ago
  https://aws.amazon.com/workdocs https://aws.amazon.com/workdocs
  - ajross 6y ago
    You're right, I forgot that existed. Which is sort of the point: Office 365 is annihilating WorkDocs in the market, and that's important to note if you're doing a competetive analysis of the online office productivity market. But that fact isn't really relevant to a discussion about whether AWS or Azure is capturing more of the cloud hosting market, which is what the headline implies.
  - DaiPlusPlus 6y ago
    Wow, never heard of it - and will it be around in 10+ years time? Has it reached critical-mass to ensure continuity and availability?
- harikb 6y ago
  +1. Even if it did, in one case (aws), the product’s success is entirely dependent on success of other companies (for better or worse) and the multiples/margins are also different.
ignoramous 6y ago
Yeah that and if Google should include Android ("App distribution as a Service") and YouTube ("Video as a Service") then they'd probably cover a lot of the gap on both Amazon and Microsoft. I also wonder if AWS accounts for revenue from Amazon, the retailer and the digital services provider? If so, Alphabet's "use" of GCP to power search and ads must make them the largest GCP customer and help their revenue numbers significantly. I guess, Alphabet's waiting for the most opportune time to merge those numbers in their reports to blow AWS out of the water, just for PR purposes. Besides, I think AWS missed a trick by passing on GitHub (and instead relying on CodeDeploy/CodeCommit and half-baked other horrendous, me-too offerings). I mean, they have acquired developer tools companies before (like Cloud9 IDE). May be they'd do well to all-in for new-age dev-tools companies like repl.it and retool.com now that they don't have a run away success in a GitHub-like product which really is at the center of the software development world right now.

It's not about "fair", it's about whether the products are comparable. Amazon simply doesn't offer online document software a-la Office or G-Suite. (Likewise Microsoft and Google don't offer equivalents to some of esoterica you can find in the AWS menagerie). If you want to do an analysis about who is beating who, you need to compare competing products.

chomp 6y ago
https://aws.amazon.com/workdocs https://aws.amazon.com/workdocs
- ajross 6y ago
  You're right, I forgot that existed. Which is sort of the point: Office 365 is annihilating WorkDocs in the market, and that's important to note if you're doing a competetive analysis of the online office productivity market. But that fact isn't really relevant to a discussion about whether AWS or Azure is capturing more of the cloud hosting market, which is what the headline implies.
- DaiPlusPlus 6y ago
  Wow, never heard of it - and will it be around in 10+ years time? Has it reached critical-mass to ensure continuity and availability?
harikb 6y ago
+1. Even if it did, in one case (aws), the product’s success is entirely dependent on success of other companies (for better or worse) and the multiples/margins are also different.

ignoramous 6y ago

Yeah that and if Google should include Android ("App distribution as a Service") and YouTube ("Video as a Service") then they'd probably cover a lot of the gap on both Amazon and Microsoft. I also wonder if AWS accounts for revenue from Amazon, the retailer and the digital services provider? If so, Alphabet's "use" of GCP to power search and ads must make them the largest GCP customer and help their revenue numbers significantly. I guess, Alphabet's waiting for the most opportune time to merge those numbers in their reports to blow AWS out of the water, just for PR purposes. Besides, I think AWS missed a trick by passing on GitHub (and instead relying on CodeDeploy/CodeCommit and half-baked other horrendous, me-too offerings). I mean, they have acquired developer tools companies before (like Cloud9 IDE). May be they'd do well to all-in for new-age dev-tools companies like repl.it and retool.com now that they don't have a run away success in a GitHub-like product which really is at the center of the software development world right now.