Blackberry was at its most valuable 2 years after the iPhone came out and a year before Android was released.

If there was a cloud equivalent to the iPhone I feel like I would have heard about it. It could have been Kubernetes, but it hasn’t been.

Maybe it’s them being behind on GenAI. Of course all of the OpenAI competition is trained on commodity cloud services that are basically lift and ship to any cloud with GPU capacity - so Amazon is at worst in the middle of the pack.

But the iPhone came out in 2007 and the for g1, 2008..... so, uh.....

Android was basically nothing until Verizon started selling them. The G1 was only on T-Mobile - at the time a distant 4th in the mobile space.

It was so bad that not even Google’s CEO at the time used it and he still used his BlackBerry.

For comparison, Steve Jobs felt the same way about Macs before OS X, the first two years he was back at Apple he used a PC running Next

This is a really ignorant comment. Of course this number one because the big money gets in early and gets out early. All the suckers are left behind. Financial capitalism doesn’t care about companies, It cares about profit.

There’s no evidence of a big money exodus. The only potential company to leave for is Azure.

There’s no evidence of a big money exodus….YET.

Or more companies can realize that they can be almost as productive on their own hardware as they can in The Cloud but at a fraction of the cost.