It’s in ones best interest to look like they have a close competitor, but in reality so distant it won’t catch up.
It happens to many business branches and the last barrier is the law prohibiting cartels and monopolies but it does not work globally.
Around cocoa some days ago a cartel formed and there is other examples where we only have one real provider left.
One big pro for the way our capitalist markets work always was that the competition will drive innovation. In the end of course this cannot work anymore and we can see many businesses where consumers just have to take the products that one big player offers.
Look at Intel processors which are built into nearly every device nowadays. Of course in the recent history AMD started to face them again but it will be a long time until they even come near the market share to really compete.
Yes there is other CPUs as well but who even speaks about them or considers (knowingly) buying a device with something different than an Intel CPU?
If you restrict your employees to browser based office, you would loose a vast amount of productivity.
Their success is probably based on Office alone. AWS does supply extremely fast services and we use it for hosting. But business owners often prefer to use services from a single provider, so MS does indeed have an advantage.
This report also states that Google may be looking to purchase their way to the top of the cloud offering pile. I'm not sure who they would get that would make that much difference; Rackspace?
We've seen AWS go down. The result: multiple major websites go offline or are broken to an unusable degree. Many people simply can't get work done. Everybody notices. Major news outlets put out stories.
Let's say Azure goes down. Lots of MS products would probably go dark, but aside from that? Not much. So yeah, I don't buy it.
Also note revenue includes `internal spending` :D
Microsoft knows how to sell to those sort of customers, so it's entirely plausible that they have extended that reputation and sales approach to Azure.
The corp IT departments probably have a lot more inherent trust for Microsoft so I can see a lot of internal workloads moving into Azure regardless. I know they're working hard to leverage their existing deals with these departments or enlisting clueless executives to nab that juicy cloud scale application the company is actually making money on though.
Don't get me wrong, I think Microsoft is making all of the right moves. But AWS is releasing new services at breakneck pace.
MSFT has made a strategic investment in Databricks. This feels like where they can carve out more advantage.
MSFT acquired github... haven't seen much change here though. What if AWS acquires GitLab?