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Comment by Despegar

I couldn't help but laugh out loud when I saw this headline on Twitter. It's just kisses fingers.

So now that everyone knows they are waffling on whether to stay in the business (and have a deadline), Microsoft and Amazon just need to increase the competitive intensity for the next few years to drive Google out and instead of cloud computing being an oligopoly it'll be a duopoly.

If you're a startup you should seriously consider colocation for as many of your workloads as possible, because the long-term future of this market is AWS and Azure being an extremely high margin duopoly with massive barriers to entry. You might see aggressive competition before 2023, but 10 years out it's not going to be that.

The NYT wrote a piece a few days ago about certain startups considering antitrust complaints against AWS, and more of them should consider that [1]. The FTC is investigating AWS [2].

[1] https://www.nytimes.com/2019/12/15/technology/amazon-aws-clo...

[2] https://www.businessinsider.com/amazon-aws-cloud-business-ft...

parent Despegar 6 years ago

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