How will Azure & GCP beat AWS?

New ppSw60
Dec 15, 2017 48 Comments

Alright folks. There are a lot of smart people on here. I’m fascinated by how this space is evolving and I want to understand:

— Can Azure and GCP catch up to AWS?
— Where / how will they beat AWS?

Some trends I’m noticing:
— AWS going up the stack to application layer
— Google ML tools gaining acceptance - could be a wedge

I’m not an expert on this area. But I did build a startup on top of AWS. When we started 5 years ago there really wasn’t an alternative.

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TOP 48 Comments
  • This comment was deleted by original commenter.

    • Microsoft M$FTEE
      Doesn’t make sense since Azure matches or beats AWS dollar for dollar cent for cent. Ateast Scott Gu had vowed to a few years ago . Probably GCP too is doing the same
      Dec 23, 2017
    • Microsoft M$FTEE
      General Consensus is Azure is roughly a third of AWS currrently and still profitable and of course growing with more momentum. So IMHO volume or thin margins aren’t issues
      Dec 23, 2017
  • Microsoft / Eng
    Compking

    Microsoft Eng

    BIO
    Hate coding quizzes but studying hard for better future!
    Compkingmore
    Microsoft seems heavily investing on Kubernetes so that could be one factor though it is not enough. Blockchain is another.
    I think the biggest factor is Amazon competitors using Azure. I hear that from my friends working in retail. Although Google cloud may be more stable with superior infra, it has a long way to go to catch up with the rich features sets by AWS and Azure. Companies who want to leave AWS will naturally choose Microsoft whereas startups may choose Google cloud over Azure.
    Dec 16, 2017 6
    • New ppSw60
      OP
      Good points. I hadn’t realized Google was perceived to have better infra and stability. You mean vs AWS? Or just Azure? I wonder if AWS will have to move up from commodity to more differentiated offerings. But that seems to contradict “utility.”
      Dec 16, 2017
    • Microsoft Jim Raynor
      You failed to provide reasons (other than retail) to leave AWS
      Dec 16, 2017
    • Amazon Vacuum
      I ignore posts that mention block chain. Many of these people don't know what problem a block chain is supposed to solve.
      Dec 16, 2017
    • New ppSw60
      OP
      @Jim - I suppose a lot of enterprises get nervous relying on a single vendor. So diversification is an argument. But AWS weakens it by making their own approach modular vs all-in-one (so you don’t *have* to use each piece they offer). Also it puts Azure and GCP in a distinct #2 role....they need more than just to be a foil for negotiation. The retail thing is a good point: Amazon is in a lot of industries now...besides retail, electronics, logistics, other tech companies. Etc
      Dec 16, 2017
    • New / Eng pyd3v05p
      Love gcp and kubernetes. Use both at work, i have all 5 aws certs. Awscli vs gcloud, console to console on instances, storage, networks etc. gcp rocks all the time on ease of use, clarity and feel natural. Aws has a lot larger market share due to early entries to the cloud market and board range of services provided to the traditional enterprise. Sometimes people dont have time to learn another cloud, just follow aws lead due to talent pool.
      Dec 16, 2017
    • Microsoft / Eng
      Compking

      Microsoft Eng

      BIO
      Hate coding quizzes but studying hard for better future!
      Compkingmore
      @Jim, that is because I could not find many reasons to choose Azure over AWS. I am not sure why you assumed I was going to provide evidence for leaving AWS though. I just responded to OP’s question about how Azure will beat AWS. I don’t mean to say Azure will beat AWS. I am simply providing the factors Azure can have market share. Honestly, I don’t think any companies will beat AWS. Azure is only trying to become distant no. 2 and that might be good enough business. Alibaba could be a factor but it will take many years. GCP may have some market share but they have started investing too late. It is very hard for followers to catch up in US. Asian companies are exceptions. Just like manufacturing moved to Japan then Korea then China, electronics has been moving in the same way. Next is software as the layer goes up and Japan once did it with gaming. Korea is fast growing in software sector and can be the next (see online games like battle ground). China will follow in a bigger way.

      But all of this will take time and therefore no contenders in near future. Certainly not Azure. No 2 should have some innovations to have a chance but it has been playing catch up for the past five years and have not narrowed gap much. Satya has not grown up on a business friendly developed country. I expect him to be good with cost cutting but not innovation or even taking no 1 crown. Same for any foreign national heavy countries like Adobe, eBay, Qualcomm, Intel. Google and Amazon have significantly less and have a ton of Americans who are leading the cutting edge tech. Kubernetes is a great example what Google can do but not Azure.
      Dec 16, 2017
  • GlobalLogic Hopper13
    Cloud bubble will burst soon
    Dec 16, 2017 1
    • Microsoft / Eng æ
      Then we can finally go back to managing our own infrastructure. I can't wait till we go back to troubleshooting our own servers again.
      Dec 16, 2017
  • Juniper / Ops
    Lollolol

    Juniper Ops

    BIO
    Lol
    Lollololmore
    Wait till alibaba cloud kicks off. Dirt cheap
    Dec 16, 2017 2
    • Microsoft HebY27z
      Made in China
      Dec 16, 2017
    • Amazon фoo
      Like anyone would trust their data to a Chinese cloud. They have no respect for privacy or intellectual property.
      Dec 17, 2017
  • Cognizant pmdz25.2
    Why do they have to beat? They can all exist - there is enough market!
    Dec 15, 2017 1
    • Amazon iTeN68
      Platform lock in
      Dec 15, 2017
  • Amazon
    chuk muk

    Amazon

    PRE
    Microsoft
    chuk mukmore
    GCP has no future, it will stay just like "Google+". Even Alibaba cloud will beat them very soon. Only way they are getting a little bit business is by offering huge upfront credit.

    Now comes to Azure, it's getting momentum but it's still very limited. AWS will be always front-runner. And both can coexist together.
    Dec 16, 2017 7
    • Microsoft / Eng Cortanabae
      Azure really isn't limited anymore, but still has other problems like terrible UX. I think you are right that AWS will continue to be the front runner with Microsoft as a second. Farther in the future a company like Alibaba could beat both of them.
      Dec 16, 2017
    • Microsoft OlWY43
      What, you don't like terrible azure rm templates and constantly changing apis?
      Dec 16, 2017
    • Google anutr 🏅
      Huge upfront credit? You're not talking about Azure? lol
      Dec 16, 2017
    • Microsoft / Eng
      Techbro!

      Microsoft Eng

      PRE
      Dell
      BIO
      Bro!
      Techbro!more
      Terrible UX? Have you seen AWS? I don’t think they believe in UX period
      Dec 18, 2017
    • Microsoft / Eng
      Techbro!

      Microsoft Eng

      PRE
      Dell
      BIO
      Bro!
      Techbro!more
      Google is just too far behind, but they have the best UX by far!
      Dec 18, 2017
    • Google anutr 🏅
      ^ my feelings too
      Dec 18, 2017
    • Microsoft hakunara
      Google has best UX imo. Just plain text and no funky animations. I have used both azure and Gcp and I will go with gcp anyday
      Dec 20, 2017
  • This comment was deleted by original commenter.

    • Amazon
      chuk muk

      Amazon

      PRE
      Microsoft
      chuk mukmore
      +1
      Dec 16, 2017
    • Amazon
      chuk muk

      Amazon

      PRE
      Microsoft
      chuk mukmore
      I'm also surprised about GCP, they have one of the best talent pools, not sure if they leverage them. GCP is junk.
      Dec 16, 2017
    • Amazon
      chuk muk

      Amazon

      PRE
      Microsoft
      chuk mukmore
      Then I had to use GCS last year and ended up opening 4 bugs for GCS teams within 2 months. Things which you think are obvious, are not obvious when it comes to Google cloud offerings
      Dec 16, 2017
    • Google / Eng Hfgh
      Haha. Looks like somebody got rejected recently in interview 😀.
      Dec 16, 2017
    • Amazon
      chuk muk

      Amazon

      PRE
      Microsoft
      chuk mukmore
      That's the typical Blind response, when you don't have anything to say then that's your response. Remember, not everyone is obsessed with Google and there are plenty of folks who reject Google offer every single day for different reasons. So better you help your team to come up with a better product and learn to accept criticism. Just like Amazon had/has a lot of failed/unpopular products, Google has too. So own it!
      Dec 16, 2017
  • Amazon iTeN68
    You missed the serverless vs container bet.
    Dec 15, 2017 5
    • New ppSw60
      OP
      Is AWS only betting on serverless? Though they announced both.
      Dec 16, 2017
    • Amazon iTeN68
      Does having difference exclude similarity?
      Dec 16, 2017
    • Amazon Vacuum
      Isn't server less and containers basically the same thing?
      Dec 16, 2017
    • New ppSw60
      OP
      I guess I misunderstood - what I’m wondering is: do Azure and AWS have different positions on Containers and Serverless? Is it a point of potential advantage / differentiation for either?
      Dec 16, 2017
    • Microsoft WNIJ61
      I think the lack of differentiation is the advantage for GCP and Azure in the K8s space. Amazons significant market share lead gives its platform an incumbent advantage with customers who have placed their workloads there. By forcing an industry standard api for container deployment and management gcp and Azure have eliminated any lock in potential. This forces containers to be a commodity market and the differentiation to other areas like analytics where AWS doesn't have a clear lead.
      Dec 17, 2017
  • Cognizant pmdz25.2
    As you can see, I’m from an enterprise consuming company and we do have partnerships all the cloud players. We rarely hear GCP. Mostly we hear about AWS then some Azure.

    However, in the last 2 years GCP has grown fast in features and enterprise focus. They are aggressively going after AWS ( yes thru credits/discounts). I believe they will also become a strong contender for Enteprise cloud. They are not going to be like google+. Seriously, who really cares about cool names!!!

    Azure is already a good competition for AWS. Azure stack is good story.

    AWS has a story with Vmware. But google doesn’t have a good story for enterprises. I’m sure something will come up soon for that too. Apigee is a foot in the door for google.

    In my opinion, just like there were OS choices in the Unix world from many players, there will be cloud choices. They will all have similar capabilities and some differentiators ( like today, Azure in Big Data, Google in ML), and deals will be made on pricing and relationships - not just on features. Enterprises are/will using/use multi cloud also.

    There are many ways to avoid lock-in. how often these vendor changes happen?
    Dec 16, 2017 1
    • Amazon Vacuum
      As an enterprise customer, is vendor lock-in a concern for you? If so, what steps are you taking to mitigate the risk?
      Dec 16, 2017
  • Cognizant pmdz25.2
    Containers, PCF ( multi cloud paas), limiting proprietary services. Of course, flexibility has a cost ( abstraction slows you down, speed is one of the primary reasons for cloud services)

    Btw retailer who are concerned about amazon as a competitor are the ones we seen adopting GCP.
    Dec 16, 2017 0
  • Microsoft Jim Raynor
    AWS will continue to be the top cloud until 2020. After that, there will be probably some new tech to pursue
    Dec 16, 2017 0
  • Microsoft 🛩jetpilot
    In terms of Azure vs AWS I think three factors will/could be relevant:
    1. Microsoft has always been very smart with licensing deals and bundling. Especially so in the enterprise. Tying together deals with Office365, Azure, etc will be smart play to lure the companies that haven’t fully embraced cloud.
    2. Microsoft has helped the hybrid cloud story with Azure stack, especially for companies tentative on cloud. AWS had to partner with VMware to get that but isn’t capitalizing as well as they could.
    3. Trust and security - don’t see either gcp or AWS pushing as hard on this as Microsoft. I could be wrong on this one, but in this area, particularly with sovereign clouds I think Microsoft has the advantage.
    Dec 17, 2017 0
  • Apple zrqv72
    I know a couple years back, even google ventures would tell its portfolio companies to use aws instead of the free gc credits. Not sure if things have changed.
    Dec 16, 2017 0
  • New ppSw60
    OP
    It does seem like the 3 will succeed where their culture allows:
    1. AWS: Customer-driven innovation (which will mean enterprise, Cloud early adopters)
    2. MS: Will use it’s on-premise legacy to drive hybrid cloud success (especially Gov and FinSev)
    3. Google: Will succeed in solving hard problems, discontinuous innovation; suck at customers.
    Dec 18, 2017 0
  • Amazon / Eng
    HeySamFili

    Amazon Eng

    PRE
    IBM
    HeySamFilimore
    Beat..? Very hard. AWS is moving at lightspeed even it is this big already. This org is thriving and guided by visionary that listen to its customers.

    Google however, would become a fearsome competitor had it invest more in customer education and support. Their arrogance is just baked in the product that treats even its users as inferior and unworthy while Amazon knows how to bend the kneel and be ones bitch.
    Dec 18, 2017 0
  • Amazon IpEb52
    Beat? No.

    But the cloud computing market is growing rapidly. There's room for a couple of competitors.

    But not as many as there are. I bet we see some consolidation. Oracle and IBM will likely eventually merge into one of the big three.

    I bet in ten years there will only be two or three platforms and one way or another the rest well have either folded, or folded in to a bigger platform.

    Dec 16, 2017 0
  • Amazon / Eng m00pd
    Very carefully
    Dec 16, 2017 0
  • Amazon / Eng
    purell_

    Amazon Eng

    BIO
    I work at AWS and support Lambda and API Gateway.
    purell_more
    Microsoft has a specific advantage with enterprise because of licensing
    Dec 16, 2017 0
  • Microsoft dinnerisre
    First they buy a big stick. Then...
    Dec 16, 2017 0
  • Microsoft / Eng Fang
    Just follow the playbook, anti-trust.
    Dec 16, 2017 0