The Gigaom Interview: A chat with Microsoft’s Satya Nadella from before he was the (likely) next CEO — Tech News and Analysis:You don’t think they (Google) are serious? I don’t know. I don’t run into them. We compete with them, but on Office365 and Google apps, not as much when it comes to Azure. It’s really Amazon and Azure as far as I can tell when it comes to the public cloud. That would be the other thing that I see, who are the ones – and you can’t just say I’m going to enter this business tomorrow, it requires five, six billion dollars of capital expense every year — who have the muscle to be able to get into the public cloud business. If you’re already not in it at this scale, you’re probably never going to be in it. You have to wait for the next big inflection point. And then lastly, it is like, if you go with the notion that the world will still be hybrid, and there is a need for server products that mimic what you use in your own public cloud, that’s where VMWare and others will play and I think that’s still going to be very important." (read more at link above)
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