Apple Jumping into Cloud Business? | Ammirati on Innovation

The Big Themes:



Apple and a thousand Intel employees: The M1
chipset Apple wanted was a billion-dollar investment in 5G,
which they did in 2019. Will Apple use M1 to go up against AWS?


The 800-pound gorilla: Microsoft has a culture
that looks less transactional and more collaborative. They are
a Trojan Horse – and an 800-pound gorilla.


Oracle and SAP are back at it again: They’re
both creating elegant and powerful new apps for
industry-specific solutions in what promises to be a huge new
market.


Transform the industry: How we can be business
partners to transform healthcare, manufacturing, automotive,
and mobility – and how to adjust those businesses over the next
12 to 18 months.



The Big Quotes:


“I literally can't come up with anybody other than potentially
Jeff Bezos, who just wants to be CEO of this whole thing, who
this isn't a win for spinning out AWS at this point.”


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