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Breaking Analysis: Legacy Players Feel the Heat as AWS Storage Revenue Approaches $10B
December 13, 2020
In this video, Dave Vellante incorrectly states that AWS reduced the price of its io2 Block Express Volumes by 20%. The 20% reduction applies to the Gp3 volumes. This error and associated comments have been updated in the full research document, which can be found here:
https://wikibon.com/legacy-players-feel-the-heat-as-aws-storage-revenue-approaches-10b/
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The storage business as we know it has changed forever. On premises, external storage was once a virtually unlimited and untapped bastion of innovation, VC funding and lucrative exits. Today it is a...Read more