Aka the "Apple app store" and "Trader Joes" model of competition: Build a platform for other people to innovate on top of, then steal their best ideas after you've validated that they work well on your own platform.
trying to see how this is the Trader Joe's model. i thought what Trader Joe's did was find food makers that sell products at other retailers (e.g. Naked Juice, sold for example at at Whole Foods) and then negotiate a deal with that same food maker to supply that same product to TJ's under the store label and at a lower price. if I'm not mistaken, TJ's also develops its own product concepts (e.g. Thai Chili Cashew Nut…
Amazon's cloud business is competing with its own customers
141–150 of 182 posts
Re: Amazon's cloud business is competing with its own customers
#142Earlier quoted context omitted.
It kills me that a website full of well paid people in IT who all benefit from the free market always cry for regulation. I guess you don’t realize how many people in middle America would love to “tax the rich” and if you’re making six figures “they” consider you rich.
As an aside, if you make six figures, you are rich.
Re: Amazon's cloud business is competing with its own customers
#143Re: Amazon's cloud business is competing with its own customers
#144The trend I've noticed is that AWS makes a lot of very half-baked services that appear to compete with third-parties, but provide about 10% of the features and usability. Maybe they're hoping that's enough for the bulk of users (and maybe it is), but from what I've seen, if you want to do anything serious, you still have to use a third-party. Take CloudWatch for example. It's technically "competing" with Splunk, Data…
UI/UX is definitely not their strong suit and CloudWatch is one of the worst offenders. I really hope they aquire a company to deliver a completely revamped observability platform in the same vein as where Stackdriver is headed. They really seem to stuggle building things in house that have a great user experience. That being said, they excel at building things that are scalable, reliable and secure, and while you ma…
Re: Amazon's cloud business is competing with its own customers
#145For what it's worth, I often recommend customers look to our partners (e.g., Elastic with their managed offering). The people who build the product will know it best. Moreover, they would be way better suited to running say a multi-cloud variant, or staying with you as you move between cloud providers.
There are still barriers though for third-parties on a cloud platform, some of which we as providers can slowly chip away at:
- Integration/Feel: You want to be in the console and feel like a natural part of the platform. This is double-edged though, because holding all partners to such a high bar (say a Google internal API review... ha!) is unrealistic.
- Support: Who do customers call? Their overall cloud provider or their specific service provider? If the customer is having trouble with their Elastic cluster, is it because we're having a GCE outage or did the customer write a query-of-death? For the latter, our front-line support won't be much help. [Edit: And you want to be able to still have a very fast "Hey! My stuff is down!" path. I think technological things could make automatic handoff here much better, but I believe it'll be "not great" for a while.]
- Economics: most service providers are going to be smaller than our largest customers. Those customers have usually signed up for multi-year commitments with high volumes resulting in a discount. If your service pricing model is "on-demand GCE pricing plus our service fee", you suddenly look over 2x as expensive to their TCO folks (just from missing Committed Use, or RIs with AWS). Unbundling the resources from the management fee would make this easier, but I've not seen many service providers attempt it.
We owe you much better docs (start here [1]), but we're trying to get there on at least some of these. All of the "human" factors though are still going to be a challenge, no matter how much software gets written.
[1] https://cloud.google.com/service-infrastructure/docs/tenancy...
Re: Amazon's cloud business is competing with its own customers
#146Earlier quoted context omitted.
UI/UX is definitely not their strong suit and CloudWatch is one of the worst offenders. I really hope they aquire a company to deliver a completely revamped observability platform in the same vein as where Stackdriver is headed. They really seem to stuggle building things in house that have a great user experience. That being said, they excel at building things that are scalable, reliable and secure, and while you ma…
API gateway is one of the worst UI's i've ever used.
Re: Amazon's cloud business is competing with its own customers
#147AWS’s managed FTP service too
In all honestly though, "SFTP-as-as-service" doesn't sound like a very sexy or sustainable business model.
Re: Amazon's cloud business is competing with its own customers
#148Maybe this claim is not fair for DynamoDB, Kinesis, Lambda and etc. But these are just managed service. Customers could not get a binary to play around on their own server. So I could not call them software or middleware.
So their strategy is simply making the most popular software running on IaaS as a managed service, like managed Hadoop, Spark, K8S and now Kafka...
From a customer's perspective, it is pretty good since managed service just works without hassles to manage servers.
Re: Amazon's cloud business is competing with its own customers
#149I am personally much happier to see AWS implement managed versions of OSS like Kubernetes and Kafka, than to only see them offer their proprietary versions (Kinesis & ECS). The fact that all of these services are based on OSS software is what will help keep Amazon in check as they continue to grow and dominate, because at the end of the day if AWS starts to turn into Oracle and get abusive with their pricing/licensin…
The story I heard about Kinesis (and it could be a misunderstanding) is that Amazon originally wanted to offer managed Kafka but they couldn’t get it working with their infrastructure and started from scratch. MSK makes sense now as Kafka has matured significantly, while Amazon has had experience in porting OSS onto their infrastructure stack (Aurora, managed ActiveMQ, EKS).
Re: Amazon's cloud business is competing with its own customers
#150The trend I've noticed is that AWS makes a lot of very half-baked services that appear to compete with third-parties, but provide about 10% of the features and usability. Maybe they're hoping that's enough for the bulk of users (and maybe it is), but from what I've seen, if you want to do anything serious, you still have to use a third-party. Take CloudWatch for example. It's technically "competing" with Splunk, Data…
Amazon’s goal with this is to check the boxes. Enterprise customers don’t give a hoot about quality, just compliance.
This is a broad statement :-)
Compliance is mandatory and often sales advantage for being able to sell to certain class of enterprises.
IMHO, quality vs. rich feature set are different things and I see that being mixed up in the overall discussion. All AWS services exceed certain quality standards. Services are built to solve customer problems first. It's not unusual to find gap in feature set vs. competition.
Disclaimer: I used to work for AWS, but do not work there anymore.