Ammirati

$100-Million Lessons from AWS and Lyft | Ammirati on Innovation

March 18, 2019
Each month, "Ammirati on Innovation" episodes will look at ways that the disruptive-startup mentality is spreading beyond young entrepreneurs to big established corporations. Serial entrepreneur, venture capitalist and Carnegie Mellon B-school professor Sean Ammirati, who sits at the intersection of these high-change dynamics, provides insight. Episode 1 In this episode, Sean and I discuss what innovation

Amazon and Lyft: Is $100 Million a Year a Bargain or Bungle?

March 15, 2019
A fascinating round of discussions about the value of high-scale IT in the cloud began recently, when Lyft disclosed it pays AWS almost $100 million per year to run its all of its infrastructure in the cloud. Is that price too high, too low, or just right? Should Lyft look to claw back some of
Thomas Kurian

Watch Out, Microsoft and Amazon: Google Cloud CEO Thomas Kurian Plans To Be #1

February 15, 2019

In a compelling overview of Google Cloud’s strategic direction and technological strengths, new CEO Thomas Kurian revealed that Google Cloud’s already established significant presence in about half of the world’s top 10 companies in retail, in media, in financial services, in manufacturing, and in automobiles. And showcasing his belief that such levels of penetration are

Amazon Cloud

#1 Microsoft vs. #2 Amazon: Numbers Prove Who Rules the Cloud

February 12, 2019

For reasons I can’t fully fathom, many folks in and around the tech business continue to believe—mistakenly—that Amazon is the king of the enterprise cloud, when in fact Microsoft’s cloud business is significantly larger than Amazon’s and is growing more rapidly. Those aren’t opinions, they’re not estimates, and they’re not interpretations: those are facts. So

CRM 2019

Cloud Wars CEO of the Year 2018: Amazon Web Services’ Andy Jassy

February 11, 2019
To get a sense of how big, fast-growing and disruptive Amazon’s cloud business is, try this: just its revenue growth in 2018—not its total revenue, but rather the $8-billion increase from 2017’s $17.5 billion to last year’s $25.6 billion—would make it the fifth-largest enterprise cloud vendor in the world. That excellent ongoing growth, Amazon’s longtime

Microsoft Holds #1 Spot in Cloud over #2 Amazon as 2018 Cloud Revenue Hits $32.2 Billion

January 31, 2019

While Amazon remains the undisputed king of public cloud IaaS, Microsoft’s broader set of across-the-cloud services pushed Microsoft’s commercial-cloud revenue for 2018 to $32.2 billion and have given it an insurmountable lead as the world’s largest cloud provider over Amazon, whose numbers come out tomorrow. To match the Microsoft 2018 cloud revenue total of $32.2

As Amazon Battles with Retailers, Microsoft Leads Them into the Cloud

January 18, 2019

While I don’t blame Amazon one bit for turning the retail sector upside-down and competing aggressively for every available dollar, and while it’s no surprise that major retailers are avoiding Amazon Web Services like the plague, it’s still been striking to watch Microsoft’s recent run of blockbuster retail deals. As Amazon has become a global

CRM 2019

Amazon Versus Oracle: The Battle for Cloud Database Leadership

January 17, 2019

Following Amazon’s announcement late last year that it intends to rip its extensive network of Oracle Databases and replace them with its own technology, a recent blog post reveals that a big part of the AWS competitive strategy is to continue expanding its large and growing roster of “purpose-built” databases for the cloud. In the

Gartner Public Cloud Revenue Forecast Autonomous Database

Amazon vs. Oracle: How Larry Ellison’s Autonomous Database Reinvents the Cloud

January 7, 2019

As Amazon continues to stomp Oracle in the public-cloud infrastructure market and prepares to rip and replace the Oracle Database with its home-grown technology, Larry Ellison is attempting to audaciously redefine the cloud industry to play to Oracle’s dominant strengths instead of its Amazon-era weaknesses. Ellison is planning to fuse the software-centric cloud segment where