Earlier quoted context omitted.
> For all their failures, this is where Amazon and Microsoft excel Amazon isn't doing all that well recently, though (check $AMZN). And I'd argue that the product design on their biggest product, the e-commerce bit, is terrible. I know so many people, me included, who no longer buy entire categories of goods on Amazon because you simply can't trust the quality/authenticity of the goods anymore.
Amazon's biggest money maker is AWS, so even if the storefront is slowing down in growth they're still doing fine.
I wouldn’t be surprised if this AI wave pushes azure into the forefront.