Live data from Hacker News

When AWS, Azure, or GCP Becomes the Competition

gkogan.co

31–40 of 92 posts

Re: When AWS, Azure, or GCP Becomes the Competition

#31
While AWS has ruffled a bunch of feathers with their Elasticsearch and Kafka managed offerings which can be easily construed as attempts to steam roll the respective open source-first entities, I am actually quite impressed by the mechanism that Azure has employed with Azure Managed Applications: https://docs.microsoft.com/en-us/azure/managed-applications/.... Hashicorp recently announced their collaboration with Azure to bring forth managed consul offering using this: https://www.hashicorp.com/blog/announcing-consul-service-on-...

This in my opinion is the right way to solve the problem, i.e. provide the customers that want a managed offering the means to get a managed version directly from the entity most active behind the project, (e.g. Hashicorp) while getting the most from the cloud provider's infrastructure. I would be willing to trust Confluent or Hashicorp with operating/managing my Kafka or consul cluster but taking another dependency on their respective cloud offerings should be of concern.

I am quite surprised that its Azure that has shown creativity here while AWS and Google have limited themselves to offering marketplace AMIs/images at ridiculous markups.

Re: When AWS, Azure, or GCP Becomes the Competition

#33
post #9

If you're doing anything ML related your best bet is to niche down and solve a very narrow problem for a specific industry / market segment. Building generic AI tooling sounds great but rarely solves anyones problems.

Interesting, as I went down this route: made a niche ML product, and did not open source. As it is a framework-level library, I also think quite a bit of time will pass before AWS or Azure will even notice the opportunity, because you need to be technical to see it.

Actually, Azure already has ML.NET, but it is about classical machine learning, and their own deep learning product, CNTK, lost the marketing fight with TensorFlow and PyTorch. Which is where I come in :)

Re: When AWS, Azure, or GCP Becomes the Competition

#34
I think a lot of this depends on what your product or audience is. If you're a domain-expert in your niche then lots of folks would rather go with you since they'll have you in their corner versus someone just trying to get it running half-assed. There's also the "you're not amazon so we're going with you" mentality amongst a lot of folks out there. Simply not being one of these giants can be a differentiator, especially for folks outside the US.

My anecdotal story is when GCP announced support for running chromium out-of-the-box. I thought that that would be the end of browserless.io. I held back my knee-jerk reaction to shutdown, and after a few months I believe we only lost a single customer. There's probably been a few others that we've lost along the way since the announcement, but it didn't seem to stifle our growth in any significant way.

In any case it really depends on what your product or service is. Just wanted to chime-in and say that the writing isn't necessarily on the wall if this happens to you. Stay the course and offer them the much-needed competition.

Re: When AWS, Azure, or GCP Becomes the Competition

#36
Sounds like a lot of free marketing! If you're well positioned and a bigger company enters your space take it for what it is they're advertising to people in your space. Sure some will just default to one of them but most will shop around and because these guys are going to be dumping money into your space - you'll see more eyes on your product. Be on your A game it'll be good for you. Maybe they'll acquire you because you do it better.

Re: When AWS, Azure, or GCP Becomes the Competition

#37
post #10

Wait, isn't it like any other market which already has long lasting players? If you want no competition -- find a new market (and win it). Otherwise you have to be smarter and faster than existing players.

Oligopoly is common, that does not mean oligopoly is good.

Re: When AWS, Azure, or GCP Becomes the Competition

#38

I think a lot of this depends on what your product or audience is. If you're a domain-expert in your niche then lots of folks would rather go with you since they'll have you in their corner versus someone just trying to get it running half-assed. There's also the "you're not amazon so we're going with you" mentality amongst a lot of folks out there. Simply not being one of these giants can be a differentiator, especi…

Support is where the money is at. Every major cloud vendor has garbage support and smaller, niche companies value their customers more, especially if you're not a huge account.

Also, If I'm using your service, and a competitor announces a similar service, unless they provide something that's much much cheaper, I will probably not switch.

Re: When AWS, Azure, or GCP Becomes the Competition

#39
post #31

While AWS has ruffled a bunch of feathers with their Elasticsearch and Kafka managed offerings which can be easily construed as attempts to steam roll the respective open source-first entities, I am actually quite impressed by the mechanism that Azure has employed with Azure Managed Applications: https://docs.microsoft.com/en-us/azure/managed-applications/... . Hashicorp recently announced their collaboration with Az…

I am not. Microsoft was always a partner driven company. Most of their sales are through their partners, and they have learned to respect that.

They have also learned to build platform, unlike MacOS/Android, windows will never pull APIs out form under you.

Re: When AWS, Azure, or GCP Becomes the Competition

#40
post #31

While AWS has ruffled a bunch of feathers with their Elasticsearch and Kafka managed offerings which can be easily construed as attempts to steam roll the respective open source-first entities, I am actually quite impressed by the mechanism that Azure has employed with Azure Managed Applications: https://docs.microsoft.com/en-us/azure/managed-applications/... . Hashicorp recently announced their collaboration with Az…

How does Azure's offering differ from GCP's fully integrated OSS products?

https://cloud.google.com/blog/products/open-source/bringing-...

Post reply on HN