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Bezos has said he believes AWS could be amazon's biggest business. http://techcrunch.com/2013/11/13/jeff-bezos-believes-aws-could-be-amazons-biggest-business/

• waps 12y ago
  Well he's a cs grad. And one thing nearly all cs grads have in common is the idea that software/software products will dominate economies "real soon now". And they usually believe it's their own software that will do so. I actually found a 1950's article claiming that. But let's face facts here : IaaS might dominate the hosting industry (I think not, but maybe ), but that's the furthest it can possibly go. Amazon's other businesses are way bigger. But no way you're going to convince IT people of that. I think PaaS vendors, the biggest of which will be Oracle/SAP/Salesforce (maybe, maybe salesforce) will realize their margins will be better served by not participating in any public cloud. I don't have good figures though.