Cloud Wars Live with Bob Evans

Each month, “Ammirati on Innovation” episodes will look at ways that the disruptive-startup mentality is spreading beyond young entrepreneurs to big established corporations. Serial entrepreneur, venture capitalist and Carnegie Mellon B-school professor Sean Ammirati, who sits at the intersection of these high-change dynamics, provides insight.

Episode 10

In this episode, Sean says Andy Jassy has been an incredible CEO of AWS. He says AWS would be one of the 10 most valuable companies in the world the day it went public. And he understands that it basically works for everybody in the world – except for Jeff Bezos. He says there are a ton of customers making very different decisions if AWS was a standalone entity. But, he says, will the CEO of Kroger compete with Whole Foods? He doesn’t think so.

Sean says Microsoft and Google are doing in the cloud space exactly what retailers, healthcare companies, and banks, etc. They’re saying, “What’s our incumbency advantage, and what are we best in the world at?”

I tell him that Peter Steube, one of our latest Digital All-Stars, has a 10-year trendable data from CIOs and CTOs about the enterprise purchases they’re making. Peter says there is absolutely no question that in the last six months Google Cloud has gone up dramatically – and also Microsoft. Sean says it’s hard to uncouple Google Cloud from the rest of the Google digital advertising business.

Sean says AWS needs to be set free. He says that’s a prediction he’s feeling much better about here in February than he was when he made it in January.

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