A VC thinks Amazon is a good portfolio investment even at 55x next year’s revenue.
With the heat increasing I don’t see how we can’t start seeing some competition with Amazon soon. Should be interesting.
Cloud computing is here. I’m betting on it.
1 comment December 17th, 2007
Dave Winer breaks it down on why AWS matters, asking why Google and Microsoft seem to be missing the boat.
Of course, insiders are aware that Google is almost certainly going to launch MapReduce as a service, or similar, inside the next year. Still, the real news here, to me, is that Amazon is moving forward incredibly fast. In terms of playing to strengths, they seem to be in a tremendously powerful position, already offering:
That’s a tremendous amount of catching up to do even if Google wanted to or was geared internally to produce a service beyond MapReduce.
The train has left the station . . .
Add comment December 16th, 2007