Exactly. This is all about their earnings. Given a general trend towards decreasing or outsourcing R&D, Amazon is still doing it in-house, because it's their competitive advantage. Explaining that to a bunch of panicky stockholders who just saw a Big Ugly show up on the cashflow statement is mandatory, no matter how much they care about the long-term.
I feel like I'm missing something. As of this moment (9:42AM PDT) Amazon's stock is up 5.6% for the day and near a 52 week high. That doesn't seem like panicky shareholders to me.
I'm not a stock maven, so it's possible that I'm missing some important detail.
for liberal definitions of "competing" The only similar cloud services are from Microsoft and Google and they are about the same price, definitely not "a song" territory.
I meant that given your app works within the restrictions of GAE you get the benefit of a lot of brainpower from men with long beards.
Maybe the association was temporal as I'd just finished watching an IO presentation about how to scheme data for appengine where the detail was primarily the same as Bezos' first few paragraphs.
