Virtual Strategy Magazine,1/23/19
With the New Year upon us, we took some time to speak with Laz Vekiarides, CTO and co-founder of ClearSky Data, to get his perspective on what’s coming for cloud, cloud storage and data management in the general enterprise tech environment.
When it comes to public cloud, it’s clear there are three established players: Google, Microsoft Azure and Amazon AWS. How do you see the battle for market share shaping up next year?
LV: Amazon is firmly at No. 1, and Microsoft has a huge built-in advantage with its established customer base of server and software buyers, which makes them almost predestined to be the No. 2 player. So, I think the one to watch is the third-place contender, Google. They’ll need to do something dramatic to overtake Microsoft Azure — an all-in bet on a moonshot technology or the adoption of some kind of market-changing business model. It’s possible, but unlikely that they will develop a game-changing technology next year, so my bet would be on acquisition. They’ve certainly made some smart, market changing buys in the past (Android for a mere $50 million in 2005, YouTube in 2006 and DoubleClick in 2008).
Whatever Google does, I imagine they’ll do something significant in 2019. I don’t think they’d ever be content settling for third place.