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Eh, firewalls can be made strong enough, at least for some things. A software parallel is: you are Apple / Facebook, do you use Azure and/or AWS? I wouldn't, if
by KerrAvon 2y ago
Eh, firewalls can be made strong enough, at least for some things. A software parallel is: you are Apple / Facebook, do you use Azure and/or AWS? I wouldn't, if it were me, but they do.
- steveBK123 2y agoMaybe but I think AWS arguably is a different scale of automation. There’s no Amazon human in the loop looking at your source. Sure a human SRE could peak into your system but that’s something of an exception. I can’t imagine fabs have that level of automation. It’s not like sending a file to your printer. It’s a multi month or year project in some cases to get your design produced. There’s many humans involved surely.
- mnau 2y agoAzure/AWS is cloud/B2B, AAPL/FB are B2C consumer goods/services. Different customers, different industries. There is some overlap, but moat is in other places. AMD/NVIDIA are in same business as Intel and have same pool of customers.