Amazon Out Googles Google… Again

March 10, 2009

This is like watching reruns of Batman. Every week (well, maybe not that often), Amazon announces another cloud service or technology breakthrough. On a shoestring, compared to Google’s and Microsoft’s R&D and infrastructure budget, Amazon continues to out maneuver these arch rivals.

The most recent example I saw was this story “How Amazon Builds the World’s Most Scalable Storage” by Robin Harris. The wonderful thing about this type of publicity is that only readers privy to the story secrets of Google, Microsoft, and others know whether the assertion is accurate or a bit of flexible reality. Please, read the story here and make up your own mind.

I am less interested in the technology Amazon used to get an indulgence from the sins of its storage past and more interested in the way in which Google looks a bit slow. Don’t get me wrong. My research suggests that Google has a more sophisticated data storage and data management system than Amazon. I have read enough Google open source technical papers to know that Google has some next generation storage and dataspace technology moving from the lab to user. Technology is not the issue. Public relations and marketing are.

For me the most interesting comment in Mr. Harris’ article was: “Amazon Web Services will dwarf their products business within a decade.” Wow. This means that Amazon’s present revenue and its growth projections will be a small part of a far larger revenue stream. I can relax my mental turnbuckles and read into this bold assertion that Amazon will be the big cumulus in the cloud computing sky.

Say this type of big idea enough times and it is possible a self fulfilling prophecy could take place. Will Google respond? Will Microsoft? I don’t think either company will do much, which concedes the assertion to Amazon. That’s how one might create an impression of technical superiority without providing fungible evidence.

Stephen Arnold, March 10, 2009

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