Invest in building infrastructure or invest in building apps. Choose wisely!
Its rivals have only themselves to blame for the rise of AWS.
They’ve cracked the code with developers, and it’s paying off.
$1 billion in private-cloud revenue pales next to AWS.
Which makes it really hard for anyone to catch up.
So get out of their way already.
The cloud will break; you need to be ready.
Amazon has a massive lead in the cloud, but Google has a structural advantage that could put it ahead: network capacity.