Antone Gonsalves: Today I'll be talking with Rob
Strechay, of Enterprise Strategy Group, about
Amazon Web Services, recent customer and partner
conference. For more information on the AWS
re:Invent show, please click the link above or in
the description below describe for us the thread
that ran through many of the same significant
announcements at reinvent.
Rob Strechay: I think Adam set it up in his
keynote, you know, first time as the CEO to really
start looking at it as being more solutions versus
services. And I think they tried to tie that
thread all the way through the infrastructure and
the solutions that they were talking about, such
as bringing, you know, ml AI capabilities to quick
sight. And quick side Q, which is being able to
use questions to ask of BI data, which is more in
his wheelhouse from his time at Tableau. But was
a, you know, I think, again, trying to weave that
through.
Antone Gonsalves: Mm hmm. Okay, and look, you
touch upon the announcements that were, you know,
attached to the thread and you just described?
Sure,
Rob Strechay: I think that, you know, part of the
really large solution that AWS seems to be aiming
for is how to help customers, you know, combat,
environmental change and sustainability in
particular. So that ESG, environmental, social
governance type string, and what they talked
about, for instance, was Graviton, three, their
new ARM processor they're putting out that's lower
power, higher performance, that's going to power a
number of instances and services into the future,
they then tied that into some of the storage
announcements by actually furthering yet another
file system with the FS X, open ZFS, to give more
choice. So I think they're they're playing a
little bit both sides of things with more services
underneath the hood to then power on top of the
solutions that they're going to provide out that
are like another file system out there. They also
had a number of ones around 5g and being able to
have five private 5g at your edge location or in
on an outpost, AWS outpost in your own data
center. So I think they're trying to pull these
different services together, and had a number of
announcements that were very interesting on their
own as kind of those little Legos, you know, under
the hood, but then get put together into these
bigger services that they're announcing like the
5g, private 5g for enterprise.
Antone Gonsalves: Yeah, we think that for a cloud
provider, it is all about trying to connect as
many services as you can together. Because that's
going to obviously up the up the price, you know,
from your customers. I know, I was particularly
interested in the private 5g announcement. Do you
think that's going to be a competitive,
competitive threat to live varizen? I know AWS
already works with Verizon and Verizon provides
their private 5g On top of outpost. I mean, could
a customer just swap out AWS private, 5g or or
not?
Rob Strechay: I think they're looking for private
5g. And I think it depends if you're going to
manage yourself using the AWS toolset. If you have
that level of expertise in your environment, it's
probably more complex than setting up a Wi Fi
network, which is very easy to set up. And it does
the same similar things by being in a private
spectrum. I think that it's, you know, we'll see
if it really becomes competitive, I think it's
more competitive with IT shops rolling their own
Wi Fi, especially in situations where Wi Fi is,
you know, doesn't have the range doesn't have the
capabilities or this. The actual, I guess could
say, muscle behind it to go the distance like out
outdoors. I could see it for construction,
manufacturing sites where maybe Wi Fi, there's
other signal interference and things of that
nature. I don't think it really competes against
the Bryson's or even they had dish on stage
talking about how they're rolling their own
throughout on top of outposts and together. I
don't know that it becomes competitive. I think it
does. kind of tie in with the announcement of when
AWS cloud Wan Services Well, and ties together
coat sign up some of those networking things that
are seen as difficult and where expertise may be
lacking at the enterprise level.