Re:Fastly S-1
by SteveNuts on Friday April 19, 2019 @10:42AM
(#19700003)
I think if Amazon hasn't kicked a competitor like Netflix off of their platform, Fastly has little to worry about.
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Re:Fastly S-1
by maybeiambatman on Friday April 19, 2019 @10:46AM
(#19700033)
That's probably not the right analogy. Kicking someone off of your platform isn't the same as using your own platform instead of a competitors.
I'm sure Azure would welcome competitors to use their product - same way AWS welcomes Netflix. A good analogy would be Amazon switching from Oracle to AWS based solutions. In which case, they do have something to worry about.
With regard to their "what if all the cloud providers block us" issue, it's is a good indication that they're fine. (Page 30 "We rely on third-party hosting providers that may be difficult to replace.") I don't think that's a serious risk.
For the Github thing, you're right, it's a different situation.