13 thoughts on “Bezos’ Dilemma”

  1. Well, he could spin off S3 and have Amazon as the first customer. The core business chugs along as a public entity, dutifully doling out 10Qs and 10Ks, while the S3 entity focuses on innovation. There are more opportunities for the on-demand offering at this point. It is going to be a lot easier to get additional funding for it too.

  2. S3 and Elsatic are both excellent computing infrastructures to a limited extent. Business Potential ???

    Amazon now needs some killer Web 2.0 apps on top of AWS to make money. Once you deploy them, true color of your backened emerges. Google is having a hard time to maintain blogger up and running (Go check out their Blogger help groups). Bezos, its a job easier said than done.

  3. what’s interesting is that A9 was spun out separate, but makes sense as part of the core biz (guess it sort of is again now).

    at the same time, all this other incubator / tech stuff is part of the core biz (tho doesn’t quite fit), but would seem to make a lot more sense spun out.

    jeff bezos is probably one of the few guys who could hold a candle to bill gross for most great ideas at a stretch… too bad he was so succesful building a billion-dollar retailer; he never had time to play in the lab.

    solution: hand over the reins to amazon (and/or get bought by MSFT or WallMart), and spin himself out into an Idealab-style incubator along with S3, EC2, and the other cool stuff he’s been coming up with.

  4. Chetan,

    Smugmug and tonnes of other companies (me included) use s3 and ec2.

    both are godsend if you want large amounts of cheap storage.

    In my opinion,I completely agree with Om’s point above. I think AWS has a tremendous potential going forward and only in the near future will its true potential merge.

  5. this is a far more lucrative prospect for amazon, an opportunity to become an infrastructure firm beyond a simple enabler (eg storefronts et al)…they should at least consider a tracking stock next year if this begins to scale…it might create a solution to a much more fundamental problem: preventing a giant brain drain from the second generation of fully vested execs and technical leads who are looking for a new and lucrative challenge…

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