Google’s Earnings, Amazon’s Earnings

Google gives greater clarity to its acquisition costs, and cloud continues to grow. Amazon, though, still has a big lead, funding the rest of the company (still).

Twitter’s Earnings, Twitter’s Video Push, Amazon’s Earnings

Twitter’s earnings were encouraging when it comes to user growth, but the company’s focus on video is a disappointment. Then, Amazon’s earnings were mixed: AWS has competition, but e-commerce is dominant.

How Google Is Challenging AWS

AWS seems to have a dominant position in enterprise computing, but Google is trying to change the rules to favor their inherent strengths.

Is AWS a Commodity?, Chat App Updates: WeChat, Facebook, and Google

The conventional wisdom is that AWS is a commodity, but that only makes sense in the context of the old world. Then, Google tries to catch up to Facebook which tries to catch up to WeChat which is leaping ahead.