Ben Gilbert: evaluation

Transcript context

…Whereas Amazon has just been consistent. Yup. I will say, I think a tailwind for Microsoft has been multi-cloud. This idea that, hey, you don't want vendor lock in, so you really should have some redundancy or spread out your infrastructure across multiple cloud providers. I think enterprises over the last 5–8 years really bought that narrative hook, line, and sinker. It's a reasonable narrative. I remember, there's a parallel to mobile development here. When I was an iPhone developer, people were telling me, use PhoneGap. I'm like, why? Then I won't get to use any of the cool stuff that iOS lets you do, like the latest APIs and the lowest level hardware features. They're like, yeah, but then you don't need to write an Android app too, so your development costs are lower. I'd be like, well, but I'll make an app no one wants to use. So sure, my costs will be lower, but I won't get to make an actually interesting application. I think there's some argument here in multi-cloud, where it's like, okay, cool, you're going to use everyone's Infrastructure as a Service. But more far enough in the development of cloud now where these vendors are doing actually interesting Platform as a Service things, so you do want to take advantage of that. This is the Amazon argument, which they've argued in the last two keynotes that they started showing up magically in 2021 in keynotes, where they're realizing, oh, crap, multi-cloud is making it so that a bunch of the revenue that could be coming to us is going mostly to Microsoft, but a little bit to Google as people diversify this space. Really, what we want to do is convince people. Actually, you'll save money, because you'll have less complexity to manage with multi-cloud, and you'll get the functionality of all the cool things that we're launching which require all the tight integration. Again, the thing that they were fighting against when they first launched now that they're the big incumbent... They're running the playbook.…

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