Yeah they could build a shopping platform on top of it or something.
When Will AWS Move Up the Stack to Real Applications?
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Re: When Will AWS Move Up the Stack to Real Applications?
#22Why would they want to? Levi Strauss didn't get rich prospecting. Let Amazon sell the jeans and pick axes (both digitally and physically in their case) to the modern day prospectors.
A bit like Sun microsystems in the dotcom boom.
Re: When Will AWS Move Up the Stack to Real Applications?
#23Re: When Will AWS Move Up the Stack to Real Applications?
#24The amount of denial in this thread is hilarious.
Any level at which profit is made, you can assume Amazon will reach. They already have several large offerings at the application level, and there's no reason for them not to build or acquire further applications.
You didn't think that "growth potential" of theirs' was going to stay in the corner selling books, did you?
Re: When Will AWS Move Up the Stack to Real Applications?
#25Haven't they already started with Chime? https://chime.aws/ EDIT: Looks like this article was written Feb 3rd, and Chime was announced 10 days later.
And AWS Connect. Certainly the are headed up the food chain.
Connect is an interesting thing. Much like MTurk, Amazon is turning humans into auto-scalable infrastructure. It's up the stack, but it's still very much lego pieces as someone else was saying elsewhere in the thread.
Re: When Will AWS Move Up the Stack to Real Applications?
#26As a shareholder, hopefully never. Building infrastructure and platforms has three wonderful benefits: * Good customers, where good is defined as smart and willing to spend money. Going up the stack means dealing making sacrifices on both of those dimensions. * Less complex products that stay relevant longer. Amazon builds legos and leaves the task of putting them together to others. The assembly can create value, bu…
i don't think i agree. i think they're moving up the chain to plug weaknesses in their model. 1. good customers - infrastructure customers are not good customers. they are fickle and extremely price sensitive, which is tough to do on a super capital intensive business like hosting, even on amazon cloud's insanely high cost. 2. less complex products - i don't understand how there is there anything about amazon's cloud…
It feels like amazon's fundamental strength is dealing with price sensitive customers and running margin business with extremely thin margins.
Re: When Will AWS Move Up the Stack to Real Applications?
#27As a shareholder, hopefully never. Building infrastructure and platforms has three wonderful benefits: * Good customers, where good is defined as smart and willing to spend money. Going up the stack means dealing making sacrifices on both of those dimensions. * Less complex products that stay relevant longer. Amazon builds legos and leaves the task of putting them together to others. The assembly can create value, bu…
Google App Engine is a product, not just a collection of APIs or even an application. The closest thing Amazon has to that is Elastic Beanstalk, which resembles Heroku closely.
Re: When Will AWS Move Up the Stack to Real Applications?
#28AWS created its partner network exactly for this.
They just supply their technology and consulting partners with building blocks so they can do the tailoring.
The author apparently didn't do proper due diligence before typing down this article.
Re: When Will AWS Move Up the Stack to Real Applications?
#29As a shareholder, hopefully never. Building infrastructure and platforms has three wonderful benefits: * Good customers, where good is defined as smart and willing to spend money. Going up the stack means dealing making sacrifices on both of those dimensions. * Less complex products that stay relevant longer. Amazon builds legos and leaves the task of putting them together to others. The assembly can create value, bu…
Google App Engine is a product, not just a collection of APIs or even an application. The closest thing Amazon has to that is Elastic Beanstalk, which resembles Heroku closely.
It's a pretty shallow clone of even Heroku.
Re: When Will AWS Move Up the Stack to Real Applications?
#30Amazon.com isn't an application?
Less flippantly, why would Amazon want to expend more resources to make less money? They can comfortably keep pushing down the stack for a good long time, swallowing up more and more *aaS segments until they're well bigger than both Google and Apple.
That's what the world needs from Amazon. Not Yet Another Productivity Suite. In the meantime they can do like Google, and disrupt segments where entrenched business interests are getting in their way.