Friday, January 7, 2011

Cloud Computing: Less Adoption Near Term; More Than You Think Long Term

It would be entirely within historical precedents for cloud-based enterprise software to achieve less near-term revenue success than analysts expect, but more success than anticipated long term. That, in fact, is a common experience for truly-important and successful innovations.

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Andy Jassy Talks AWS AI Revenues

Andy Jassy's 2025 shareholder letter apparently has provided some relief for investors worried about excessive or unneeded capital inve...