Tag Archives: Amazon AWS

Tapping an economy

This happens, some other (or new) player sets the stage where they can become a major player. This is a rare case but it can happen and now I seem to be witness to one that could end up being a much larger stage than I ever expected. The BBC (at https://www.bbc.co.uk/news/business-66310714) gives us ‘Why it matters where your data is stored’. The article is all about the cloud, yet this article gave me parts that brought out questions that allowed the consideration that the new player could in a short time frame become a major player. Yet to see this, we need to look at the parts.

Part 1
The first question is coming from ““The American authorities have the right to go in and see any data that is stored in an American cloud, even if the data centre is in Europe,” Mr Åström says.” That was a selling point for American firms and with the IP in data centres the Europeans will become concerned. The American credit score is dwindling down as such they will become more and more concerned with THEIR value, a view Europeans will not share, or will be willing to chance sacrificing asI see it.

Part 2
Then we get to “it’s big enough to rival the major US cloud providers: Amazon Web Services (AWS), Microsoft and Google. They have a 65% share of the world cloud market between them, according to Synergy Research Group”, here I miss the IBM and Apple clouds. Apple is a different issue, they have a niche market and they are optionally decently safe from what is coming. IBM is different, they have been on the corporate data shoe forever, so why is IBM avoided? The numbers give me “IBM Hybrid Cloud has market share of 1.88% in infrastructure-as-a-service market. IBM Hybrid Cloud competes with 71 competitor tools in infrastructure-as-a-service category.” Perhaps they are ‘too small’, time will tell but that doesn’t matter. With this setting Evroc has the momentum to become a major player, perhaps slightly below AWS, but to go from a wannabe to a player next to AWS, possibly surpassing Microsoft is not done lightly and as far as I could tell has never been done before. But that is not the worst of it (for Amazon and Microsoft). You see the EU is larger in population, as such more services are needed there, but this could flow over into Canada (as it is a Commonwealth nation) then the larger concern (for Amazon et al) will be the Middle East. I reckon that both Saudi Arabia and the UAE might want to be separated more strongly from American firms. If I were China, I would be pushing that button too. As such Evroc as localisation bubbles could grow even further. 

Part 3
Evroc has secured €15m in seed funding and plans to build eight data centres in Europe in the next five years. The first will be a large pilot data centre in Sweden next year.” As I see it, should they decide to add two more clouds (KSA and UAE) they could tap into a few massive organisations and that should make the US a lot more bothered than they ever considered. I had issues with ‘data sharing’ in the late 90’s but I was laughed at, I was overly BS howled at. Well, it seems that I was right all along and now that the US needs its corporations to do well, Evroc comes in and takes away even more. I never saw this coming, yet as I see it Mattias Åström played his cards well and at the right moment. There is no telling how far this goes, yet the idea that (based on the numbers) “Microsoft increased its share from 23%, up from 21% the prior quarter, while Amazon fell from 34% to 33% and Google remained steady at 11%.” Evroc could grow by taking 20% of the others, we get 18% Microsoft, 26% Amazon and 8% Google, Evroc could grow by 12% (optionally towards 20%+) almost overnight (if a night lasts 7 years) That puts them ahead of Google and Microsoft making them a new major player. That is beside the damage they could do in the Middle East. With Aramco, SAMA, Al Rajhi banking, SABIC, STC, MA’ADEN, International Holding Company (IHC), ADNOC, Emaar Properties and a few more more. You might think this is all fun and games, but it is about to get worse.

Part 4
This part was not in the article and that is not on the BBC. You see I have looked in this direction before. In 2020 I wrote ‘Institutionalised Positioning’ (at https://lawlordtobe.com/2020/11/02/institutionalised-positioning/) where we see ‘Microsoft Security Shocker As 250 Million Customer Records Exposed Online’ (source: Forbes), and add to that the recent forged key issue, an issue that the NSA warned them for 3 years ago, we see a much larger stage. A stage where Microsoft is bleeding faith, the faith the customers had in them is dwindling down, as such Evroc could take away a much larger part of that blue joke. As such Microsoft could face a much larger loss. It would be nice to state that Amazon loses less, but certain other parts might not make that realistic. The only player optionally not losing any is Apple. Their largest base are iPhone users with subscriptions. 

These 4 parts show that Evroc is the new player to watch. If that is the case they will need staff all over the world. Even I would like to work for a new player and that is the second danger that they (mostly Microsoft) faces. If Amazon and Microsoft only lose 5% of their cloud workforce they both face shortages all over, and this is in a place where you need all hands on deck. This last part is hugely speculative, but with 8 new centres coming and optionally 2-5 more in the middle east Evroc is set to grow beyond the assessments of analysts. As such Mattias Åström and its new Evroc could be a force to be reckoned with and as such bring massive cash coffers into the EU and towards the Middle East as well and all that revenue goes out of the US and that is a loss the US was not ready for.

Enjoy the weekend 

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The stage between two stages

Sounds weird and perhaps that is a little true. You see, I saw the article (at https://www.bbc.com/news/business-64178956) ‘Staff must be free to work for employer’s rivals – US regulator’, the article was from January 5th and I did see it, but I was unsure how I felt. You see, that setting allows for poaching and there Microsoft has been a little too active in the past. Now they are in the process of trimming the fat by well over 10,000 people and so are the others, so you would think that this is a moot process. But it is not. Microsoft is pretty much done for and their setting (a personal view) is to create shortages everywhere else so that they can get an extension on life. So we would see hundreds of essential workers at Amazon and Google now being offered a nice cushy position in Microsoft. IBM is also on that list, but IBM and Microsoft have too much alike, so there will be issues. They both preferred image above creativity and that is on them, it is also their right. As I personally see it IBM has a setting and poaching might happen, but it is often directly in league of what they are trying to design, so there is less of an issue and their stage of representation does not feel the same. I have less of an issue with IBM on that horse (which is seemingly rare), Microsoft however has a different setting. Just like their acquisition of Bethesda and Activision. It is not that they needed them (well they did in one way), it was to take away choice from Sony players and that is just not on with me. It would be nice if Amazon bought my IP, so I can really stick it to Microsoft, but that is another matter. The case is poaching. 

As such the article gives us “The FTC, which enforces competition law, said a ban would foster a more dynamic economy. The proposal was immediately challenged by the business community. It will now enter a long rule-making process. Non-compete clauses were developed to prevent leavers from joining rivals and sharing trade secrets”, it is not untrue, but to have people trained by Google, or Amazon (Web services) leave after a year (or two) of training and then use all that know how in the service of a player like Microsoft is a dangerous step. I understand and to some degree support non-compete clauses. The problem is that some of the players abused that non-compete setting in a much wider scale that should have been allowed for. So I am on the fence here and there is another stage that the US now opens up for. These people can due to this change now join a player like Tencent, who can open up European markets to a much larger degree. I wonder if they thought of that? Yes, we see the US limiting their workforce from joining Chinese players. Yet the EU has different stages and there these players are still shedding thousands of people and the UK is ripe for Tencent to come in and create a new workforce. If they weren’t becoming a hazard to my pension, I would not care, but they could be and as such I would care.

You see, I have in part opposition to “Lina Khan, who leads the agency and made her name criticising the might of big tech firms such as Amazon, on Thursday called the ability to switch jobs “core to economic liberty and to a competitive, thriving economy”. “Noncompetes block workers from freely switching jobs, depriving them of higher wages and better working conditions, and depriving businesses of a talent pool that they need to build and expand”, in this my opposition is that we see the clear mention of Amazon, and the weirdly avoidance of mentioning Microsoft (or Google) in this and that matters. Amazon has one of the most complete Web Services solutions including cloud solutions. Both Google and massively more Microsoft need people with these skills. I am not sure where Apple is with that but they all have some return to office setting and the noises we hear all over the place, they all have extensive needs soon enough, but Linda Khan is mentioned with her opposition of Amazon, who is leading that trump with most than a nose-length advantage. A player like Microsoft wants to get ahead and getting their hands on senior developers at Amazon is for them the way to go (Azure sucks too much according to some). 

As such with these elements in play, the need for a diminished non-competition clause is not entirely wrong, but the timing sucks and would luck have it, the timing would work for Microsoft and Tencent alike, a setting I am actually not happy about. Yet, I will admit that parts of this are personal views and personal settings I saw evolve over the last 30 years. And that is not all, in the last week we were given two parts. The first is “Microsoft last week laid off around 150 employees from a team tasked with convincing medium-size companies to adopt cloud services such as Azure server rentals and Microsoft 365 productivity apps, said a person with direct knowledge of the matter”, which in part makes sense, but when you add the next view that came 2 days later “Microsoft has officially joined the FinOps Foundation, a non-profit organisation that promotes financial management in cloud technology.” Consider that they need to promote that with 150 less staff, does that make sense? It makes a lot more sense when you poach the Amazon AWS staff pool and replace 150 narrow minded watchers by people with a much wider cloud view. It is pure speculation on my side, but they did a similar track in the Netscape days, as such I worry and you should too. A choice by a lack of options is not a choice and that is where Microsoft has been playing the field a little too long as I see it, which is why I am on the fence a lot more on the non-compete clause as I personally see it.

You should watch too because when your choices are lowered and Microsoft is clearly in the ‘surviving’ pool of choices. We see the power of stakeholders and they were never there for you, merely for their own wallets. But I might be seeing it too dark as some will respond.

My view is merely one view, make sure you learn all the elements in play when you go one direction. Its almost like the life of Harry the Hermit (Harry Styles), he makes an album of his house and the 13th track is about the love of his life (Remy “Thirteen” Hadley, M.D) which makes sense, but when you make 12 songs about your house and one about Olivia Wilde (mucho LOL), you do have your priorities wrong. It is all about the glasses you wear when you see the events unfold. This is nearly always true as is my view on Microsoft. They wanted to be the IBM clone, they played there games and they played it on Netscape and others alike and those who have been in IT long enough see the bitter taste that Microsoft leaves behind and that is before you add the Microsoft failures, they have become obsolete and in this I much rather support Amazon and what they could bring to the table of tomorrow than Microsoft who is merely copying the plate settings of yesterday. Yet that is a personal view, believe me or not but make sure you get a good view on where you stand, that is worth a lot more than merely following me. I want you all to be your own leader, not my follower. I am not some shepherd, I never was.

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Directions

We all do this, we take a direction, we choose a heading and most of us do it for emotional and sentimental reasons. I am no different. Yes, I still enjoy every moment in Horizons: Forbidden West. I hope I will enjoy Hogwarts Legacy well over half that much (more is always good). I try to have a realistic mind and the movie of Hogwarts Legacy blew me away, as it did most of us. Yet, some of us also hope for other IP to be made into games. Some go nuts for Marvel or DC games. Some of us love the Lego games. Yet I wonder what is possible if someone takes a gander and grabs a series like the Magicians, Babylon 5 or Battlestar Galactica into a game. Hogwarts and the writings of JK Rowling shows that there is massive appeal in the arcane. As such the writings of Lev Grossman could make for one hell of a game. Babylon 5 always had its own following and 5 seasons as well as a few movies opens the doors to a larger game. And there is a benefit to a space station. The same could be said for the Galactica, but I wonder what happens when we try to set a much larger station by opening the gameplay on a dozen worlds. A game that covers Icarus, Picon, Caprica, Gemenon, Tauron, Leonis, Virgon, Libran, Scorpia, Sagittaron, Aerilon, Aquaria and Canceron. A game that is too big for consoles, but not for streamers. All options that are forsaken, overlooked or just too big to contemplate. That last reason is a decent one. It is one hell of a challenge to get one world done right, to get 12 done good would be folly and I recognise that. A state of gaming we sometimes overlook. Just like the hungry man whose eyes are bigger than his stomach. In the latter case we waste some money on food we never had and that is OK, when you make a game and you make THAT much of an oversight bankruptcies start, so the game needs to be played careful and cautious. I get that, but if we always play it safe a game like The Darkness on Xbox360 would never have been a reality. A game that scored 82% (better than some Ubisoft games). There are other games with that setting and they were good games. Some would state not great games and I could go along with that. There are other games that scored not as much and were great games to play. So I am at time cautious on looking too hard at some rating. A game is what captures us, and for different people it is a different game. It was different with the approach for 50,000,000 consoles, which is weirdly enough based on small numbers, because it has never been done before. And if one program can lead there, what else are designers not looking at? I made the mistake of listening to the wrong people when I had my idea for Facebook 4 years before Facebook. Now, my version was not as slick, not as good looking and limiting, but I was ahead by 4 years. I will never do that again. I will go my own way and for now I have 5G IP in directions no one considered, optionally with extensions in several directions. A lot of them based on seeing the plans of Neom (Saudi Arabia). I came up with the IP for streaming consoles in a direction NO ONE considered. And it is ready for development. And the game is not even close to over. Only a few days ago it gave pressure to another IP, an IP no one seems to be considering and I reckon it could amount to billions, but it will not be overnight. A simple thought brought it to the top and in that same light I want to be positive on the IP of a TV series, a mini series and a movie, but they are not the real moneymakers, they are there for my ego (I think). And that is for some the rub. They are all about the profit, optionally the Adobe solutions that will bring Microsoft to their knees, but I believe that the small gains of TV ideas are no less than the other much larger amounts. The creator believes in his creations, not the value it represents. It is a path the creator walks and he (or she) hopes to see all the sideways that are connected to it, or the hope that new sideways are opened because of one IP. I believe that this happened in one case, but not in all cases. And there are other considerations. In my case Ego is one situation. I considered the evolution of the Amazon Luna, giving it all kinds of side uses, for the mere reason that Sony left them on the side and I want to be there to pick it up before Microsoft does. I want to make sure that they are seen as copycats, a former titan that is now merely a follower, not a leader, no matter what their marketing department advertises, but you saw that, did you not? ‘The most powerful console in the world’ is a considered statement of fact, but the fact that it was surpassed by the weakest console of them all is regularly overlooked. A stage that we ignore because some want us to overlook it and through that we overlook a lot more. But I do not mind, as I am alone on a path gives light to other options and it take one (not Microsoft) to take that jump and see their portfolio of revenue grow and when that does, the rest will sell itself. And when that happens my ego will be happy and shouting with glee showing all what Microsoft left in the dust and that was before the previous article where I saw more parts and places that Microsoft left lying on the floor, all ready for Adobe to pick up and make a move on what should now be considered a mediocre solution no one needs anymore and as people seek deep within ones self, they will understand that ‘They are the only advanced solution’ is no longer good enough and when that changes Microsoft loses the field on a 4th tier. They lost gaming to Nintendo and Sony, they never achieved anything in Tablets (Apple), they are a browsers joke (Google) and they will lose even more to Meta and they are about to be surpassed in streaming consoles by Amazon who also surpassed them on Cloud computing (Amazon AWS) and that is when their office solution passes over to Adobe, they will be the loser of the decade and I cannot wait to see those articles make headlines way too late. Microsoft took a direction to a cull de sac in a place no one wants to be all whilst others copied their failings. 

And I am so close to the victory I dreamt of, I can almost taste it, whether I get my IP sold or not, I will be around to see Microsoft fall to such a degree that the media can no longer ignore what has been in front of them for years. And when the people catch on the mess will be complete. 

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