This is a short post, but a thought keeps coming to me and I can’t get to an answer I find satisfactory. I am hoping that some of you would have thoughts on this.
It feels to me that AWS is now overshooting(*) some customers ( startups, SMB etc ) and has become a premium ( read expensive) option. This is a signal of change in the market and should lead to further competitive battles. This ideally should lead to low-end disruptive offerings.
I do not believe Google is this, because Google has made it very clear that they want to fight AWS at the full feature competition.
We hadn’t yet seen a low end disrupter emerge. Why is this? Comment below or tweet.
- : Signs of Overshooting:
- Companies innovate faster than customer’s lives change. AWS has been innovating much faster than customer adoption.
- Compute and Storage have become commodotized, where by its hard to differentiate between an AWS instance with a GCP instance or an Azure instance. ( for ex: choosing lowest cost is fine here, since many dimensions for compute and storage are very comparable between AWS, GCP and Azure ).