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by staticassertion 1664 days ago
How does Graviton create lock-in? It's ARM.
3 comments

I think the idea is by attracting new customers to EC2 via performance/price, and then enticing them to integrate with other harder-to-leave AWS services
That might make sense for Lambdas, but I don't see how that's the case with EC2, or how that's specific to Graviton vs x86 etc.
What's the motivation behind this question? Or why do you think Amazon wants to create lockin for Graviton processors.

Note that graviton represent a classic "disruptive technology" that is outside of the main stream market's "value network". I.e., it provides something that is valuable to marginal customers who are far from the primary revenue source of the larger market.

The post I was responding to said:

> but assume AWS will price their own stuff lower to win customers and create further lock-in opportunities (

Implying that by pricing Graviton lower users will be 'locked in' to AWS.

Yes, that's the problem. Graviton and M1 are competitive with x86. What about the rest of the ecosystem? Not so much. All the promising server projects have been canceled so far. You'll have to wait for Microsoft or Google to develop their own competitive ARM server CPU or migrate back to x86.