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Any software provider who has "Open Source" in their business model will come under relentless attack from AWS, Azure and Google. The major cloud providers are going to take all the innovation from the "Open Source" and squeeze those vendors out of the market. Providing higher and better value as differentiator is going to be difficult to sustain. This could hurt the sales growth (initially) and margins (long-term) and drive few out of the business or into a merger.
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Don't understand the logic here. Aren't most of the companies that have open source models selling high value services associated with their open source tools? AWS, Azure, Google deployment targets for systems, app, websites, apis for the open source providers. Do see AWS, Azure, Google competing for app development services?
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In the olden days, IBM or Oracle used to buy various small niche players, or simply they will develop a competing product. Their offering need not have to be the best, because they are the center of gravity, eventually they will get good enough product and the companies IT department, will find it lot easier to deal with a single vendor and integration of products will become lot easier, etc.

Now, AWS, GCP and Azure are the new center of gravity. They will create good enough products, and can offer seamless integration with the rest of the eco-system, and can offer excellent pricing.

Overtime, these open source providers will have not much to differentiate. It may not happen overnight, it will take few years, but the platform providers have upper hand. In between many of them can merge or bought over by bigger rivals too.
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