| AWS continues to invest in IaaS as well as PaaS. Investing in one doesn't mean it is sidelining the other. PaaS is an important market, and it'd be suicidal for AWS to not leverage its IaaS offerings and build platforms on top. This is kind of what Google does with its apps on Android. They have a replacement for every popular app out there that isn't a game. In this app economy, something like Google Firebase is going to be a huge player if isn't already and that's the segment you can't compete with if you don't have PaaS offerings. With Google controlling the entirety of developer ecosystem on Android which is the most dominant phone OS by far via Google Play, it is paramount that AWS doesn't turn a blind eye to it. In a way, GCP might well be the most widely used Cloud Platform out there by virtue of Google Play integrations in billions of Android Phones, we are choosing to ignore that fact at our own peril. AWS packages itself as a great enterprise offering. But GCP cloud take over business that are mobile first (Snapchat, for instance), I'd say, if competitors like AWS stop innovating and building. |