The Cloudcast

What is AWS after crossing the Chasm?

10 snips
Aug 20, 2023
Explore AWS's future position in the evolving cloud market and their readiness to cross the chasm. Discuss their dominance, wide range of services, and significant investments. Evaluate their differentiation, innovation pace, and partnership strategy. Examine potential challenges and transformations ahead, including new leadership and market dynamics.
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INSIGHT

Cloud Adoption At 10–15% Changes The Framing

  • Adam Salipsky suggested cloud adoption may only be 10–15% complete, implying we may be approaching the chasm.
  • That framing shifts how we judge AWS's future growth and TAM assumptions.
INSIGHT

CapEx Scale And Hardware Moats

  • AWS's long-term moat comes from massive CapEx and early investments in GPUs and ARM servers.
  • These hardware scale advantages remain core differentiators versus most competitors.
INSIGHT

Open Source Licensing Creates Headwinds

  • Increasingly restrictive open-source licensing challenges AWS's ability to repackage community projects as services.
  • AWS may need to participate more deeply or build proprietary alternatives to stay competitive.
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