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This is actually a great way to think about it for a number of reasons. 1. Look up what James Hamilton (AWS Distinguished Engineer) has been saying for years a
by discodave 5y ago
This is actually a great way to think about it for a number of reasons.
1. Look up what James Hamilton (AWS Distinguished Engineer) has been saying for years about commodity economics disrupting things. It's about the money, stupid.
2. The way AWS has been building out their ecosystem is following a lot of the previous monopolists (Microsoft) playbook. Get other companies to be 'partners' in your ecosystem so they depend on your platform? Check. Training and certification so technologists are tied to your platform? Check, and so on.
3. Amazon and AWS are usually never playing the game people think they are. For example, all the years that people questioned Amazons profits, they were doing their best to hide profits with massive R&D & other investments.
In the case of CloudFlare attacking AWS network/bandwidth pricing, it's worth pointing out that >60% of AWS revenue comes from EC2!!!! S3, and CloudFront is (relatively) small fries.