Yes, but those days are numbered. For many years AWS was in a league of its own. Now they’ve fallen badly behind in a growing number of areas and are struggling to catch up.
There’s a ton of momentum associated with the prior dominance, but between the big misses on AI, a general slow pace of innovation on core services, and a steady stream of top leadership and engineers moving elsewhere they’re looking quite vulnerable.
Can you throw out an example or two, because in my experience, AWS is the 'it just works' of the cloud world. There's a service for everything and it works how you'd expect.
I'm not sure what feature they're really missing, but my favorite is the way they handle AWS Fargate. The other cloud providers have similar offerings but I find Fargate to have almost no limitations when compared to the others.
You’ve given a good description of IBM for most of the 80s through the 00s. For the first 20 years of that decline “nobody ever got fired for buying IBM” was still considered a truism. I wouldn’t be surprised if AWS pulls it off for as long as IBM did.
I think that the worst thing that can happen to an org is to have that kind of status ("nobody ever got fired for buying our stuff" / "we're the only game in town").
It means no longer being hungry. Then you start making mistakes. You stop innovating. And then you slowly lose whatever kind of edge you had, but you don't realize that you're losing it until it's gone
Unfortunately I think AWS is there now. When you talk to folks there they don’t have great answers to why their services are behind or not as innovative as other things out there. The answer is basically “you should choose AWS because we’re AWS.” It’s not good.
I couldn't agree more, there was clearly a big shift when Jassy became CEO of amazon as a whole and Charlie Bell left (which is also interesting because it's not like azure is magically better now).
The improvements to core services at AWS hasn't really happened at the same pace post covid as it did prior, but that could also have something to do with overall maturity of the ecosystem.
Although it's also largely the case that other cloud providers have also realized that it's hard for them to compete against the core competency of other companies, whereas they'd still be selling the infrastructure the above services are run on.
Given recent earnings and depending on where things end up with AI it’s entirely plausible that by the end of the decade AWS is the #2 or #3 cloud provider.
AWS' core advantage is price. No one cares if they are "behind on AI" or "the VP left." At the end of the day they want a cheap provider. Amazon knows how to deliver good-enough quality at discount prices.
That story was true years ago but I don’t know that it rings true now. AWS is now often among the more expensive options, and with services that are struggling to compete on features and quality.
There’s a ton of momentum associated with the prior dominance, but between the big misses on AI, a general slow pace of innovation on core services, and a steady stream of top leadership and engineers moving elsewhere they’re looking quite vulnerable.