| That's kinda the point. AWS can't count their Office 365 subscriptions, because it doesn't have any. It's a question of where on draws lines. Neither is an apples-to-apples comparison. Microsoft's moat play is to integrate with Office, Teams, github, and similar. If Azure integrates into my business processes, that's huge. And if github has a pipeline straight into cloud deployment with one click, that's huge too. AWS' moat play might be to integrate with business logistics. Amazon has business services like fulfillment which could be part of AWS. It's a deeper moat, but not as wide. No one can compete with Amazon here without dropping billions, but many businesses don't need those services (mine doesn't). Google Workspace has a better UX than Office 365, but is not at all enterprise-ready, and is barely b2b-ready. That doesn't look likely to change soon. Google might be able to build up some kind of moat around advertising integration, in both directions, but it seems harder. For branding, right now: * AWS > Microsoft > Google among developers. * Microsoft > AWS > Google among non-tech businesses. |