I don't think the author understands why/how Cloud business works.
Software is just part of it. It is a logistics problem fundamentally. And Amazon is not only a software shop, it is also the most advanced logistics company in US, both physically and virtually, and those two go hand-in-hand.
So no, I don't think FB can get into Cloud business anytime soon, and I also doubt they have that much of the cash to actually expand the business, it is going to be huge investment, globally. The market right now is not going to be forgiving to new comers.
Software is just part of it. It is a logistics problem fundamentally. And Amazon is not only a software shop, it is also the most advanced logistics company in US, both physically and virtually, and those two go hand-in-hand.
So no, I don't think FB can get into Cloud business anytime soon, and I also doubt they have that much of the cash to actually expand the business, it is going to be huge investment, globally. The market right now is not going to be forgiving to new comers.
Disclaimer: ex-AWS employee