[whycombine]

Not only was it technical wizardry, but it was a huge gamble.

According to the article, Take AWS for instance. The business had no right to succeed. It violated all sorts of textbook rules about brand elasticity, market positioning, core competency management and so forth.

He lambasts Google for the same risk taking with Google+

[ridruejo]

His point was that it is a gamble as part of a greater strategy