What Amazon [or for that matter Microsoft] offers is the cloud service or platform which is AWS. What IBM is offering is congnitive computing which runs on cloud. There is a big difference. It might be good for you to check out the capabilities of Watson.
You are too defensive about your article. Nobody is attacking you. You just reported what the CEO of IBM said. I'm attacking IBM and these ridiculous claims sir.
But then you defended IBM and said the game isn't over. I think it's over. Do you really want AWS, Microsoft, and Google having a laser focus on your biz? Yeah, that's easy to beat, I have Watson backing me up.
The problem for IBM: It got a late start on the public cloud.
Look at IBM annual reports in 2011 and 2012 and you'll see CEO Ginni Rometty casually dismiss cloud, barely mentioning the word in each of her first two letters. The planning and priority of IBM management back then, if you'll recall, revolved around a $20 earnings per share "road map".
The Hyperscalers are the efficient cloud providers. That's AWS, Microsoft, and Google.
You need to understand the massive scale of these Hyperscale datacenter companies. They have more services and capabilites than IBM has ever even thought about.
You are right of course, IBM thinks its every expanding cognitive computing empire built on Watson is what will make the difference. It is uncanny the intelligent conversations you can have with Watson. Why not sign up for a 30-day free trial and ask Watson why IBM thinks it will beat Google, Amazon and Microsoft:
Yes, I agree that IBM is making a mistake. What did you think I meant by using phrases like "putting all eggs in one basket" or "putting all its chips into the cognitive computing pot"? The connotations of both phrases are negative, just said in a polite way. You're always at the mercy of luck when you do so. But I don't agree the game is over, just because IBM is taking a gigantic risk. Time will tell--not anecdotal information and gut-feelings.
There's nothing in here about how IBM is better than AWS or Google in any way. Everything here is just sales driven, not engineering driven. And in this day and age, and with such tough competitors, i'm not sure that's enough.
As I said, IBM is betting its whole company on cognitive computing based on partnerships with the world's 20th biggest industries. If 7/8th of the rest of the world's customers choose Google and Microsoft instead, then IBM still wins. If Watson is not attractive enough to win over that many users, then its all-eggs-in-one-basket will fail. Anecdotal evidence aside its winning so far.
I'm really curious what truly differentiates this from Amazon cloud or Microsoft cloud or Google cloud. Isn't there really a race to the bottom in pricing? Isn't AWS the undisputed monster top dog leader in this space? They have the major muscle to support high user demand. And they do it right.
Check out this Watching IBM link to really understand the truth about IBM. The employees there hate the CEO, executive management, BOD, and are miserable.
Why can't the "movers and shakers" write apps on AWS or Azure?
I think IBM is way behind and falling further behind. Do you really want to do biz with a company that has so many demoralized employees?
This "one billion users" is a pretty bold statement. 1/7th of the worlds population? I find that hard to believe. I'd like to see some evidence to back that number up.