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Haven'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 before that, they had WorkDoc and WorkMail. I think the line can be hard to draw: is RDS application? What about RedShift? Quicksight? Echo?
Yeah they could build a shopping platform on top of it or something.
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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.
They can even shut out competition by adding new Prime benefits for various services.
Even the risk is mostly offloaded to existing companies. All Amazon has to do is wait to see what is viable/sustainable, figure out how to undercut their competition (likely their own customers on AWS), and essentially reach out and take "the rest of the pie" from those customers.
It's brilliant.
Isn't amazon.com a real application? It seems to be working quite well for them. I'm not sure why they want to write applications for other people.
Amazon isn't some tech startup with only a few hackers to focus on supporting their core product. They can easily maintain support for their core offerings while building out/up.
As to why: why not? In this day and age, why let anyone have a slice of something you have the recources and reach to do far better and cheaper than them?
AWS 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.
If they'll do it for their marketplace sellers, why shouldn't they do it with their technology partners?
[1] https://www.bloomberg.com/news/articles/2016-04-20/got-a-hot...
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Because that's where 10x growth might be. For every company that uses directly uses AWS, there are countless companies that don't get or need AWS directly but really need a CMS, CRM, VOIP, groupware, Helpdesk, Callcenter, etc. If anyone can build on top of Amazon's platform, it's Amazon.
Sure, just as it was for the 49ers. Your keyword there is "might". But there's a huge failure rate. It's the same statistics that VCs face. Amazon is in a place to sell premium products to nearly 100% of the market, at really low risk.
Amazon has the potential to distupt nearly any service it wants to. The "risk" analysis and assessment is something they can handle - besides, the "riskier" applications they can just bide their time on and see how/whether they pan out for competition.
Anything Amazon can undercut by having a wider service available on its platform, is just another bag of money they'd be leaving sitting on the table. And Amazon doesn't leave money on the table.
Yeah they could build a shopping platform on top of it or something.
As 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…
And sure, kids predominantly play with LEGOS by building their own things. But when it comes to toys, LEGO isn't the only thing out there. And which helicopter would you think kids play with - the make-believe one that they have to wave around and pretend flies, or the mass-produced quadcopter that actually flies?
Just because Amazon does what it does now well doesn't mean it can't or shouldn't keep expanding. Quite the opposite - if they're able to optimize processes so well at the levels they work at, why not move up to higher levels and continue the growth?
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Sure, just as it was for the 49ers. Your keyword there is "might". But there's a huge failure rate. It's the same statistics that VCs face. Amazon is in a place to sell premium products to nearly 100% of the market, at really low risk.
If Amazon had governed its growth by deciding just to stay at where it "is", it'd still just be an online bookseller. And you'd be asking "why should they move into digital services? They're in a unique position to sell books online with low risk." Amazon has the potential to distupt nearly any service it wants to. The "risk" analysis and assessment is something they can handle - besides, the "riskier" applications t…
Don't get me wrong, it's brilliant thinking and opportunity seeking. But it is not moonshot behavior.
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It feels like amazon's fundamental strength is dealing with price sensitive customers and running margin business with extremely thin margins.
That's one of their strengths - a company as large as Amazon can easily spread itself into multiple concerns without endangering its core business. They can even shut out competition by adding new Prime benefits for various services. Even the risk is mostly offloaded to existing companies. All Amazon has to do is wait to see what is viable/sustainable, figure out how to undercut their competition (likely their own cu…