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the Long Tail of processing power. Infinite supply creates infinite demand. Is Amazon fundamentally changing the economics of computing? I suspect it is.
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This is a super little post. But then I would say that, wouldn’t I? Its great to see an AR watcher that at least considers the prospect for change in the industry, rather than expecting the status quo will always assert itself.
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One Comment
I’d recommend listening to episode 14 of ps pipe grep for an interesting competitor analysis of S3&EC2 (in amongst the banter and waffle). Their poke fun at Amazon’s flip flops re: this is a new business v. just reusing excess capacity and that if their claim that they aren’t making money yet is bad news - they argue that in on-demand computing costs scale linearly with customers, and if they aren’t making money now scale won’t save them later. Interesting counterpoint.
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