AWS: “Stick to apps; the rest is ours”
Two recent items caught my eye that pretty much nail how much AWS is setting its sights on world (IT) domination and making great progress towards that goal. First, a quote from an article in the NYT from some VCs that met with Andy Jassy (CEO, AWS) recently at Re:Invent.
He [Andy Jassy] wasn’t explicit, but if you were hoping to invest in storage, computing — anything below applications — you are hosed
Another, more quantitative data point can be seen below that compares that attendance at VMworld vs. AWS Re:Invent (a proxy if you will for the interest from IT folks / developers). The growth rate (CAGR) for VMworld over last 4 years has been around ~2% vs ~52% for AWS.
(Although this one has VMware, I’m sure the other legacy IT providers would probably be in a similar shape.)