07 Nov Why Amazon Won’t Catch #1 Microsoft In The Cloud: Because It’s All About Software
CLOUD WARS — While I might not be the brightest bulb in the chandelier, only a fool would pretend not to recognize the extraordinary innovations and achievements Amazon Web Services has achieved with its revolutionary cloud-computing business.
Without question, Amazon was the prime mover and category king in the first wave of cloud computing, and almost single-handedly turned the concept of self-service access to high-volume computing power and infrastructure from the exclusive province of extreme techies to a commodity-like utility that millions could easily access and afford.
True to its corporate DNA, Amazon—tied for #2 on my Cloud Wars Top 10 ranking with Salesforce.com—delivered not only an unprecedented depth and breadth of products and services, but a simple and elegant user experience combined with relentless price-cutting loved by customers and loathed by competitors.
But as the Cloud Wars shift dramatically and strategically away from brute-force hardware to increasingly sophisticated and aften-dazzling software, I believe Microsoft–#1 on my Cloud Wars Top 10—will continue to reign supreme over Amazon and every other cloud competitor because of Microsoft’s 42-year history of deep immersion in software.