After a decade of competition, three providers have left the rest of the industry trailing far behind. Today, AWS, Azure, and Google are way out in front of everyone else, so much so that it's impossible for anyone to catch them.
In my last article, I wrote about a core truth of cloud computing: it’s rapidly turning into a network effect market led by three massive providers: Amazon AWS, Microsoft Azure, and Google Cloud. To my mind, it’s an undeniable truth that these three companies are transforming the very nature of information technology -- they are building massive services that offer functionality that could not possibly exist absent their existence.
Innovation platforms destroy existing industries -- and jumpstart new ones. As such, they are the most dynamic force in today’s economy. One has only to look at cloud computing to recognize the disruption and innovation it has unleashed on the information technology sector.
