How will Azure & GCP beat AWS?

New
ppSw60

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.

    • 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
    • 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

    Go to company page Microsoft Eng

    BIO
    Hate coding quizzes but studying hard for better future!
    Compking
    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 / Eng
      pyd3v05p

      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

      Go to company page Microsoft Eng

      BIO
      Hate coding quizzes but studying hard for better future!
      Compking
      @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
  • Cloud bubble will burst soon
    Dec 16, 2017 1
    • Microsoft / Eng
      æ

      Go to company page 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
  • Why do they have to beat? They can all exist - there is enough market!
    Dec 15, 2017 1
  • Juniper / Ops
    Lollolol

    Go to company page Juniper Ops

    BIO
    Lol
    Lollolol
    Wait till alibaba cloud kicks off. Dirt cheap
    Dec 16, 2017 2