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Comment by tyingq | Hacker News Reader

Google includes GSuite revenue, which not long ago, was half of all "Google Cloud Revenue". I also assume a large portion of Azure revenue is O365. So Amazon's lead is a bit more impressive than it might seem at first.

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It is, but considering the estimated $1T market and all players having some exponential growth-looking curves (IIRC) the difference is pretty insignificant.

I'll hold on to my stock in all these companies for a bit longer. I don't think there'll be any losers in this race.

But startups use Oracle according to Oracle...

Sounds like every deck pitch from a non profitable startup trying to get another round of funding...

“The market we are in is projected to be worth X. If we only get Y percent our revenues will be Z”...

It would, except the tapped market is 30+11+8 billion dollars today, and honestly do you doubt that the market is anything less than hundreds of billions? There are a lot of companies out there who should focus on their business model and not be in the DC-running-business.

Also, Google, Amazon and Microsoft don't need your funding, thank you. They're very profitable already.

I’m not talking about funding, I’m more referring to just because the market is big, doesn’t mean that GCP can take advantage of it. Amazon has first mover advantage and Microsoft is entrenched in the Enterprise. Just going by the old adage of “No one ever got fired for buying IBM”, AWS is the safe reputations choice because “everyone” uses AWS and Azure is safe because enterprise companies have decades of trusting Microsoft.

What I'm saying is that the exponential growth specific numbers matter. The current division doesn't. And also if GCP "only" ends up with 10% then that's a lot.

Amazon could have the best exponent. Could be. Doesn't make the other two losers.

> It is, but considering the estimated $1T market and all players having some exponential growth-looking curves (IIRC) the difference is pretty insignificant.

Last article I saw (which, weirdly, spun this as Amazon losing dominance to Microsoft) had AWS with twice MS’s cloud year-over-year growth rate (that is, twice the base in the exponential formula) as well as a bigger current slice of the pie.

Exponential growth doesn't make differences insignificant if the rates aren't equal (though I guess the starting difference is less important than the rate difference over the long term.)

I agree entirely. My point, in fact, is that the exponents base is all that matters, and current market share doesn't. All three are able to take the whole cake if they sign the customers, and so it's up to the exponent base to decide how the $1T is split up.

That is, all three have the logistics, infrastructure, and partners in place to scale up if they need to. And they don't have to worry much if DigitalOcean has higher exponent base since DO wouldn't know what to do if they were offered a $10B deal. The big three would.

According to this[1] the azure number ($11B) is an estimate as it is all apparently reported under the umbrella of the larger "commercial cloud" number -- so the CC number includes o365 but the azure estimate apparently does not.

30+ vs 11+ though, is still a very impressive lead.

[1]: https://www.zdnet.com/article/top-cloud-providers-2019-aws-m...

O365 consumes Azure for many services. I always wondered how they account for that revenue.

The real question is why Amazon doesn't have email/calendar/chat/video conferencing; "AWS for Business" or something. I am sure they could get a good deal on the hosting costs!

https://aws.amazon.com/chime/

I'm curious why Chime, which arrived with great fanfare, never really took off. I've been on conf calls with lots of different corporate customers, and as such have had to use lots of different clients (Zoom, Skype for Business, Google Meet, Bluejeans, etc.) but never once have I had a customer use Chime.

Amazon uses Chime internally. It gets the job done, but the UX is garbage compared to Slack.

I suspect they could fix it, but Jeff, Andy, and Barr all think it's good enough and noone cares about UI.

Look at Amazon and AWS's web page...

I love Chime. It reminds me of Campfire/Propane with the ability to do calls, video, and screen sharing. I used Slack for a while before joining Amazon and I don’t miss it or the culture around its use at all.

We had one vendor use it. The UX is not good and call quality is just okay. I think it isn’t adopted more often because organizations that want to use something new choose way better options and everyone else is afraid to choose anything unproven/weird or already has established accounts with something else. And it really doesn’t help that Chime sort of looks like an AWS service instead of a consumer product.

It’s a crowded market. Skype for B is free. People tend to graduate into Zoom these days.

Workmail and Alexa for work seem to be the beginnings of this.

https://aws.amazon.com/workmail/

https://aws.amazon.com/alexaforbusiness/

I think AWS has been working on an offering like this for a long time. They sue a former exec for joining Smartsheet because it competed with a similar AWS initiative. https://www.geekwire.com/2017/amazon-resolves-contentious-no...

But as a former Amazon employee, the only thing that I can say is that if it's anything like Chime in terms of quality, then Google and Microsoft have nothing to worry about.

Have you used Skype for Business?

I’ve wondered the same thing about Mozilla. I feel like should be building more value added web services that go beyond just little add-one to the browser itself. First, they would help sustain the org. Second, they would help encourage use of the web as a platform.

AWS is trying [0], with little success so far.

[0]: https://aws.amazon.com/workmail/?c=6&pt=3

Amazon does have WorkMail [1]. Per the blurb, WorkMail is "secure, managed business email and calendar service with support for existing desktop and mobile email client applications"

https://aws.amazon.com/workmail/

Edit: Looks like the OP of the post has already mentioned this below. My bad!

> The real question is why Amazon doesn't have email/calendar

Amazon WorkMail: https://aws.amazon.com/workmail/

> /chat/video conferencing

Amazon Chime: https://aws.amazon.com/chime/

Microsoft includes Office 365. In a way Google has a more "legit" claim to include GSuite, since their offering is entirely cloud based, whereas with Microsoft only the parts of Office that nobody actually uses are cloud based.

These are cloud products with subscription revenues that are sticky with predictable churn.

Never understood why people devalue them. MSFTs turn around and valuation are based on the O365 pivot. Very impressive.

I wasn't trying to devalue them. Just noting it's not exactly apples to apples if you're interested in a market share comparison.

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