Amazon Earnings, AWS Concerns, Google’s Earnings

Amazon’s earnings are encouraging because profits are down. Still, there is reason for concern around AWS. Then, Google’s top-line continues to impress, but the company continues to waste huge amounts of money, hurting the bottom line.

Google and Ambient Computing

Google presented a vision of ambient computing that goes beyond the smartphone. The company is well-placed, but faces challenges both in the marketplace and in the mirror.

Google’s Earnings, Amazon’s Earnings

Google’s earnings came with the usual dearth of information, although it appears that Google Cloud is growing more than expected. AWS growth, meanwhile, is definitely slowing as Amazon’s business broadly is running out of low-hanging fruit.

Google Cloud Next, Anthos, Google Cloud and Open Source

The Google Cloud Next keynote was a big improvement: Google Cloud is focusing on its go-to-market strategy, and building products that make tactical sense relative to AWS.

The Value Chain Constraint

Companies succeed or fail not based on technology but rather according to their ability to integrate within their value chains.