Shownotes Transcript
As the competitive cloud landscape is shifting, let’s take a look at some possibilities of what AWS might look like after they cross the chasm.
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SHOW NOTES:
- 3 Steps into a 10k race) (Episode 428 on Software Defined Talk)
- There’s no AI without the cloud) (AWS CEO Adam Selipsky) - Decoder podcast
- What comes after Zoom? )(Benedict Evans)
- Crossing the Chasm) - Geoffrey Moore
- Looking at Cloud hyperscaler CAPEX spending in Q2 2023) (Charles Fitzgerald)
- Amazon has over half of all ARM servers) (The Register)
IF ONLY 10-15% OF APPS ARE IN THE CLOUD, HAVE WE CROSSED THE CHASM?
- AWS is $85B/yr business, after 17 years
- AWS claims that 10-15% of IT is in the cloud
- AWS has attracted startups, and mostly competes against legacy IT companies
AWS MOATS AND WHAT MIGHT COME NEXT?
- Amazon/AWS has always made large CAPEX investments
- AWS claims to have the largest farm of GPUs, and ARM servers
- Open source projects are moving to licensing that reduces competition from AWS
- AWS growth rate has been slowing since Q4 2021
- Innovation? Application Portfolio? Pricing vs. Profitability?
- AWS has done limited acquisitions and partners are kept at arms-length (vs. OpenAI / MSFT)
- AWS seems to be behind in the AI race, although still very early in the market maturity
- AWS doesn’t have a large set of “owned/branded” applications
- What does a future AWS look like that is mostly infrastructure?
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