Show Notes
As the competitive cloud landscape is shifting, let’s take a look at some possibilities of what AWS might look like after they cross the chasm. SHOW: 746CLOUD NEWS OF THE WEEK - http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST - "CLOUDCAST BASICS"SHOW SPONSORS:Find "Breaking Analysis Podcast with Dave Vellante" on Apple, Google and SpotifyKeep up to data with Enterprise Tech with theCUBEAWS Insiders is an edgy, entertaining podcast about the services and future of cloud computing at AWS. Listen to AWS Insiders in your favorite podcast player. Cloudfix HomepageDatadog Application Monitoring: Modern Application Performance MonitoringGet started monitoring service dependencies to eliminate latency and errors and enhance your users app experience with a free 14 day Datadog trial. Listeners of The Cloudcast will also receive a free Datadog T-shirt.SHOW NOTES:3 Steps into a 10k race (Episode 428 on Software Defined Talk)There’s no AI without the cloud (AWS CEO Adam Selipsky) - Decoder podcastWhat comes after Zoom? (Benedict Evans)Crossing the Chasm - Geoffrey MooreLooking at Cloud hyperscaler CAPEX spending in Q2 2023 (Charles Fitzgerald)Amazon has over half of all ARM servers (The Register)IF ONLY 10-15% OF APPS ARE IN THE CLOUD, HAVE WE CROSSED THE CHASM?AWS is $85B/yr business, after 17 yearsAWS claims that 10-15% of IT is in the cloudAWS has attracted startups, and mostly competes against legacy IT companiesAWS MOATS AND WHAT MIGHT COME NEXT?Amazon/AWS has always made large CAPEX investmentsAWS claims to have the largest farm of GPUs, and ARM serversOpen source projects are moving to licensing that reduces competition from AWSAWS growth rate has been slowing since Q4 2021Innovation? Application Portfolio? Pricing vs. Profitability?AWS has done limited acquisitions and partners are kept at arms-length (vs. OpenAI / MSFT)AWS seems to be behind in the AI race, although still very early in the market maturityAWS doesn’t have a large set of “owned/branded” applicationsWhat does a future AWS look like that is mostly infrastructure? FEEDBACK?Email: show at the cloudcast dot netTwitter: @thecloudcastnetFEEDBACK?Email: show @ the enterprise ai show dot comeBluesky: @EntAIShow.bsky.socialTwitter/X: @TheEntAIShowInstagram: @TheEntAIShow