6: S2E6: Cloud Wars and The future Amazon
Now that the big three have reported earnings, let’s compare Cloud growth. AWS vs. Azure vs. GCP – The quarterly review
Note: In the late 2000s, the top 5 public cloud companies’ market capitalization was approximately 14Bil. Today those top 5 public companies have a market cap of over 600Bil, a 40x increase in the value in the past decade.
What’s bigger news Jeff Bezos stepping down as Amazon CEO, Andy Jassy getting the job, or a new leader for AWS to be announced with Andy Jassy moving on?
AWS is the logical evolution of Amazon, assembling undifferentiated units (books, VMs) to build higher-value service offerings; happy to iterate fast and fail in public if necessary as long as they learn something from it
Amazon promotes Jassy after Microsoft promoted Nadella; cloud becoming more strategic
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