Comment by znpy

I think their main failure points were the following:

- not lowering prices as time went off. They probably kept a super-huger margin profit, but they’re largely irrelevant today

- not building their own datacenters and staying in aws. That would have allowed them to lower prices and gain even more market share. Everyone that has been in amazon/aws likely has seen the internal market rate for ec2 instances and know there’s a HUGE profit margin deriving by building datacenters. Add the recent incredible improvements to compute density (you can easily get 256c/512t and literally terabytes of memory in a 2u box) and you get basically an infinite money glitch.