Asymmetric Warfare on the Internet: Google and Microsoft Challenge Amazon in the Cloud: "Amazon is commoditizing the “device” in order to increase sales of its content. Google, for its part, is doing the same thing. However, it falls back on its own core revenue driver, targeted advertising. By putting its weight behind open-source operating systems (Android and Chrome), it too is seeking to commoditize the “device” market to increase the revenue it receives from its top-of-the-line ad targeting algorithm.
Although the examples above are short anecdotes, the moral of the story is that to understand the competitive battles in the tech world, one needs to zoom out. “Cloud computing” is just one component of the ecosystem that is interrelated with other parts of the tech world. Competition is not siloed and competitors change quickly." 'via Blog this'