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Employee stock vesting day. If you get stocks granted as a bonus (most of us do), they vest in may and November. I know guys who've never sold any of their stocks. This will be literally $10k or more in their pockets, if they finally decide to sell.
Jeff just made $6.1B afterhours...
Amazon Reports Surge in Profit
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Re: Amazon Reports Surge in Profit
#62AWS currently improves product and cuts prices. My feeling is that as they mature over time and get even more of a lock on the market (and their customers) with the obvious lock in they have that will reverse and prices will increase over time resulting in even more profit than they reported today. Impossible to think this won't happen, especially with the differentiation they have with their product as well as the F…
One significant advantage of AWS is that they have a very large, built-in retail customer with relatively demanding requirements. I've always been under the impression that Microsoft doesn't really have a business that would lend itself to consuming its own services[0] and it's unclear to me whether or not Google uses their stuff internally. 0 - as an anecdote, I recall their salesmen coming to sell my employer their…
Re: Amazon Reports Surge in Profit
#63Re: Amazon Reports Surge in Profit
#64Re: Amazon Reports Surge in Profit
#65Re: Amazon Reports Surge in Profit
#66honestly - stuffing video in with prime then raising the price. recently offering video stand alone but for $9 more a year than prime (with video)... Hard to tell who is actually shipping an item - sketchy pricing based on region / or account etc.. why trust them with aws? it seems their strategy is to price things stupid low - get you on board then raise it when they think they 'got you by the balls' no thanks
Jump on board, but don't wear the shackles! Use something like Kubernetes and FOSS projects and you can shift to whomever has the cheapest VMs today. Easier said than done, I know, but a fine goal to have, I'd say. :-)
Systems are more than just compute, and the last 3 companies I've worked for have become increasingly coupled to AWS over time due to use of the add-on services.
You build your system and over time you need message queuing, ability to send emails, databases, load balancing...
You can run / build these yourself but do you want to use up your team's bandwidth setting up say, postgresql replication ... or just use RDS?
If you use third-party (e.g. out of AWS) services, you lose the ability to do security with say, instance roles and in larger orgs you lose time to the "new vendor due diligence" process and getting the business to sign off on new support contracts etc. Maybe you also need some new automation tooling.
Because all that business-ey stuff is already in place with AWS and administering say, event queues, is sure not core business, most project teams will SaaS that capability if they can. Whatever service is already in AWS ends up being the no-brainer answer.
So hard to avoid architectural coupling. Then you look at the devops scripts and realise all the usage accounting, security configuration, deployment scripts and so on would need to be rewritten, and you have to go through compliance again if, hypothetically, you were to move on from AWS...
Re: Amazon Reports Surge in Profit
#67It's interesting to note that Amazon third-party seller unit share is at 48% of total units shipped, which is a record high. It has grown by 1% per quarter for the last 4 quarters in a row.
Re: Amazon Reports Surge in Profit
#68Earlier quoted context omitted.
Google indeed seems the strongest competitor now for AWS, but there are far more providers who compete - see a comparison: https://www.cloudorado.com/ . We just need to choose them to avoid monopoly or at least oligopoly.
I wouldn't touch any Google product that my business critically depended on with a 10 foot pole. Their non existent customer service, willingness to kill products if it does not meet their user or revenue expectations, among many other things. It's a good strategy for them, but bad for their consumers.
All Google needs to do is innovate on tech, pricing, and marketing. They can chip away at Amazon's lead. Google does not need all of Amazon's customers, just some. And, it's a growth industry.
Re: Amazon Reports Surge in Profit
#69Earlier quoted context omitted.
Google indeed seems the strongest competitor now for AWS, but there are far more providers who compete - see a comparison: https://www.cloudorado.com/ . We just need to choose them to avoid monopoly or at least oligopoly.
Google stronger than Azure?
Google is more a service company than MS, and I believe it is more experienced in cloud technologies.
Re: Amazon Reports Surge in Profit
#70Earlier quoted context omitted.
Google stronger than Azure?
I think momentum wise yes... Google is more a service company than MS, and I believe it is more experienced in cloud technologies.
http://www.datamation.com/cloud-computing/microsoft-and-goog...