Amazon's cloud business is competing with its own customers
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Re: Amazon's cloud business is competing with its own customers
#2Yeah, it's getting tricky as an AWS user. Some of the stuff we're building will now be directly competing with Amazon as well. And they keep moving more and more in the direction of competing with stuff people are building on their platform.
That said, the name of the game is "Co-opetition"[1]. Everybody is simultaneously competing and cooperating.
Going beyond that though, it does lead us to wonder at what point it would make sense for us to move off of AWS and build everything on bare-metal, using our own servers in a co-lo center, etc. Of course that takes a lot more up-front $$$, and we wouldn't have the same economies of scale as Amazon, so...
Yeah, it's complicated.
Re: Amazon's cloud business is competing with its own customers
#3Yeah, it's getting tricky as an AWS user. Some of the stuff we're building will now be directly competing with Amazon as well. And they keep moving more and more in the direction of competing with stuff people are building on their platform. That said, the name of the game is "Co-opetition"[1]. Everybody is simultaneously competing and cooperating. Going beyond that though, it does lead us to wonder at what point it…
are there competitors to AWS that want to stay in just of cloud hosting?
Re: Amazon's cloud business is competing with its own customers
#4Its been this way since the beginning. In the first wave of cloud services there were companies that built UIs to manage aws. Managed databases. PaaS offerings, queues, load balancers, etc, etc.
If it didnt make so much sense to keep building these tools yourself you would almost be able to suggest these other companies built expensive MVPs for AWS.
Re: Amazon's cloud business is competing with its own customers
#5There is nothing that prevents AWS from using it's own systems as business intelligence for creating their own competitive products.
Think about it like "store brand" software. If people seem to be installing docker on 40% of AWS instances, then evolving Amazon ECS to include an Amazon branded Docker clone, effectively replacing Docker, is a no-brainer.
Seems like this is the way they are going. No need to acquire companies if you can just build infrastructure or services natively that work more easily.
Terrifying times out there for starting a software company.
Re: Amazon's cloud business is competing with its own customers
#6There is nothing that prevents AWS from using it's own systems as business intelligence for creating their own competitive products. Think about it like "store brand" software. If people seem to be installing docker on 40% of AWS instances, then evolving Amazon ECS to include an Amazon branded Docker clone, effectively replacing Docker, is a no-brainer. Seems like this is the way they are going. No need to acquire co…
It should fix itself eventually, either companies will choose to use Google or Microsoft rather than AWS or the government will smack AWS with monopoly laws. The main concern there is that Bezos has become so entrenched in DC with the washington post, DOD cloud contract, and new headquarters that it's hard to tell if we can rely on the government to do anything
Re: Amazon's cloud business is competing with its own customers
#7I would imagine this should be a primary concern for a lot of companies operating in Google, Microsofts, and Amazon's cloud.
You are dealing with companies that have the power and money to become your main competitor overnight, and you don't know what kind of business intelligence they are gaining from you being on their hardware, and if there is espionage going on with your software and service. How honest are they being?
Judging by the size, scope, behaviors, and attitudes of the companies, I think it's turning into a risk to host on their platforms if you work in a space they may be interested into getting into.
Re: Amazon's cloud business is competing with its own customers
#8There is nothing that prevents AWS from using it's own systems as business intelligence for creating their own competitive products. Think about it like "store brand" software. If people seem to be installing docker on 40% of AWS instances, then evolving Amazon ECS to include an Amazon branded Docker clone, effectively replacing Docker, is a no-brainer. Seems like this is the way they are going. No need to acquire co…
It should fix itself eventually, either companies will choose to use Google or Microsoft rather than AWS or the government will smack AWS with monopoly laws. The main concern there is that Bezos has become so entrenched in DC with the washington post, DOD cloud contract, and new headquarters that it's hard to tell if we can rely on the government to do anything
What makes you think Azure and Google aren’t doing the same thing?
Re: Amazon's cloud business is competing with its own customers
#9There is nothing that prevents AWS from using it's own systems as business intelligence for creating their own competitive products. Think about it like "store brand" software. If people seem to be installing docker on 40% of AWS instances, then evolving Amazon ECS to include an Amazon branded Docker clone, effectively replacing Docker, is a no-brainer. Seems like this is the way they are going. No need to acquire co…
It should fix itself eventually, either companies will choose to use Google or Microsoft rather than AWS or the government will smack AWS with monopoly laws. The main concern there is that Bezos has become so entrenched in DC with the washington post, DOD cloud contract, and new headquarters that it's hard to tell if we can rely on the government to do anything
Amazon is entrenched in a lot more than just government. Consumers, shareholders, merchants... a lot of people depend on Amazon to be around and in good health.
Re: Amazon's cloud business is competing with its own customers
#10I would imagine this should be a primary concern for a lot of companies operating in Google, Microsofts, and Amazon's cloud. You are dealing with companies that have the power and money to become your main competitor overnight, and you don't know what kind of business intelligence they are gaining from you being on their hardware, and if there is espionage going on with your software and service. How honest are they…
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