As the competitive cloud landscape is shifting, let’s take a look at some possibilities of what AWS might look like after they cross the chasm.

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SHOW NOTES:

IF ONLY 10-15% OF APPS ARE IN THE CLOUD, HAVE WE CROSSED THE CHASM?

AWS MOATS AND WHAT MIGHT COME NEXT?

Amazon/AWS has always made large CAPEX investments
AWS claims to have the largest farm of GPUs, and ARM servers
Open source projects are moving to licensing that reduces competition from AWS
AWS growth rate has been slowing since Q4 2021
Innovation? Application Portfolio? Pricing vs. Profitability?
AWS has done limited acquisitions and partners are kept at arms-length (vs. OpenAI / MSFT)
AWS seems to be behind in the AI race, although still very early in the market maturity
AWS doesn’t have a large set of “owned/branded” applications
What does a future AWS look like that is mostly infrastructure?

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What is AWS after crossing the Chasm?

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