Gerstner argues AWS, GCP and Azure enable software companies to scale faster than previous generations like Salesforce.
“But the fact of the matter is because of AWS, GCP and Azure, software companies are scaling faster”
Gerstner identifies AWS disadvantage risk if Microsoft's OpenAI access proves decisive and Amazon lacks equivalent.
“I think there is a lot of worry about, you know, if Microsoft has access to OpenAI and Amazon doesn't, is that going to put them at a disadvantage if open AI is a runaway winner?”
Gerstner argues Amazon spent over $100 billion on AWS for eight years before profitability, paralleling AI investment.
“Amazon spent over a $100,000,000,000 on AWS, invested for over eight years before they saw profitability in that business.”
Gerstner says Amazon spent over $100 billion on AWS for over eight years before seeing profitability.
“just Amazon spent over a $100,000,000,000 on AWS, invested for over eight years before they saw profitability in that business.”
Gerstner explains Google released Kubernetes for free as defensive move against Amazon's AWS dominance.
“Google did it again with Kubernetes, which is a piece of technology that lets you move your workloads very easily between clouds. They were worried Amazon was running away with AWS.”