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I think you didn't totally read my comment. No more vendor lock-in because of removal of egress fees. Means they can actually obtain the first-mover advantage
by NicoJuicy 5y ago
I think you didn't totally read my comment.
No more vendor lock-in because of removal of egress fees. Means they can actually obtain the first-mover advantage and they don't really need a complete offering.
I can't say that i know the impact on AWS in only 6 months. No one can, so they question seems somewhat ridiculous, since it's too little time.
+ The global cloud market is still growing.
- wpietri 5y agoI did read it, thanks. That you can't see any short-term impact is exactly my point. Nothing significant will change, so this is not a disruptive innovation. It's a minor incremental change in the market. Might it enable something disruptive down the road? Possibly. But that's possible, not actual. If you want to more about what disruptive means in this context, I'd suggest reading one of Clay Christensen's books or the article I linked up above.
- NicoJuicy 5y agoI'm mostly talking about significant impact on AWS ( revenue) within 6 months. Which is not realistic in that time frame. I see a way for cloudflare to innovate based on dropping egress fees. But I'm not sure if i can drop my hunch this early. I think i can wrap it up with " empowering open-source". I'll see if the future unravels in that direction. There are additional products required for that path to fulfill and I think a 6 month timeline is kinda short for that.
- wpietri 5y agoI agree it's not realistic. Or even within a year. Which means this is not a disruptive change on it's own. Could there be other changes made by Cloudflare that are disruptive? Sure. Could they make use of this? Also yes. But this on its own will not cause significant customer movement.
- NicoJuicy 5y agoWell, that's because no big customer will be able to change their platform within 6 months. Not a single innovation could.