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Om Malik: Don’t cry for Box and Dropbox: Amazon’s real targets are Google and Microsoft
2014-07-11 2:46pm -07:00T Visit Om Malik


Outtake:

It’s fair to ask how Amazon Web Services’ new Zocalo service will affect Box and Dropbox, but I’m not certain AWS had them in mind while building its new file-sharing service. Those two companies have been around for quite a while, they have their use cases, and they’ve survived numerous challenges big and small over the years. They’ll very likely survive Zocalo, too.

I think Amazon has its eyes firmly set on Google and Microsoft, its two biggest rivals in the fight to own cloud computing. They won’t say it publicly, but I think all three of these companies view each individual customer as a zero-sum game, and AWS has realized that its huge lead in the cloud infrastructure business doesn’t apply across the board. The cloud is about platforms, and AWS’s platform is incomplete.

Servers? Check. Storage? Check. Databases? Check. File-sharing? Uh, …

zocalo-central-hub

But it’s not just collaboration where AWS is playing catchup. That’s why it announced new mobile-development services on Wednesday, as well, and why it recently released the virtual desktop service it announced last November. Microsoft and Google have been working for years toward integrated cloud platforms that touch everything from mobile apps to...

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