Taking stock of Cloud providers — 2020
Few thoughts on top 3 US based cloud providers — these aren’t meant to be hard facts handed down from the mountain top, rather to get some discussion going. Feel free to disagree in the comments below or on Twitter.
- Continues with their flawless execution, no big mistakes
- Confused about containers and what to do with them — just doing what Google did 2 years may not be such a smart strategy
- Making right moves with OSS
- Is very worried about Google and singularly focused on them instead of focusing on real competition from Azure
- Has the best exec team in the entire cloud business — laser focused execs— future belongs to them
- Struggles with startup adoption — devs don’t pick Azure, they get told by pointy haired bosses to use Azure. Primary obstacles here seem to be bad user experience and lack of good documentation ( could you believe this from a company that did MSDN? )
- Github etc are helping with image but not with dev adoption
- Behaves and operates like a leader in Cloud business — a very smart strategy for current #2, likely to become #1 in few years
- Empathetically answered the question “Is Google Cloud ready for Enterprise?” — Answer is a yes, primarily due to other enterprise adoption and a dedicated team if you are a Fortune 1000
- Confused about OSS strategy going forward — undoing goodwill built over last several years. Likely because Oracle execs running GCP don’t grok OSS
- Has matured as business, risk of GCP killing services is now the lowest it has ever been
- Does not yet understand that its a distant #3 in the US and may be #4 in the world and need to be cost competitive
Thats all folks — leave your thoughts in comments.