Dropbox Leaves AWS, Should UPS and Fedex Be Afraid?

In an inconvenient bit of timing Dropbox announced they were leaving AWS just as I was singing its praises; in fact the storage company’s decision reinforces the benefits AWS provides. Then, why Amazon’s move into logistics makes sense, and how it might play out.

The Amazon Tax

Amazon is building a lot of businesses that look like AWS: taxes on major industries that work to everyone’s benefit. The reason, though, is that AWS is a lot like Amazon itself.

Google Hires Diane Greene, Google the Cloud Company?

Google is signaling that it is getting serious about the cloud, so success is certain. Or is it? What actually matters in building an adjacent business for a different kind of market?

Microsoft’s OneDrive Debacle, Google One Take Two, Google Developing Smartphone Chips?

Microsoft’s OneDrive team unceremoniously ended its unlimited storage offer, scoring an own goal in the process. How did this screw-up happen? Then, Google is re-launching its Android One program in India — should the program even exist? Or, for that matter, should a special Android chip?

Amazon’s Transformation, Continued; Microsoft’s Transformation…and Threat

As predicted last quarter, AWS is increasingly the engine driving Amazon’s financial results. However, there is evidence the e-commerce side is changing as well. Then, Microsoft has completely changed itself over the last few years, but the company is not out of the woods just yet.