AWS Zocalo可能标志着云存储市场的消亡

AWS Zocalo may signal the death of cloud storage as a market

    每当亚马逊挺进任何一个市场之时,其目标都是压低价格、赶走竞争对手。这也是其新型文件共享和协作解决方案Zocalo的目的所在。

    今天的早些时候,华盛顿西雅图的科技巨头公布了亚马逊Zocalo,一个面向企业的文档存储和共享服务。Zocalo使得用户可以跨设备存储和同步文档,跟踪审计等等。人们也可以为同事提供关于内容的反馈信息,比如可以在共享PDF或者网页的特定区域上添加批注。

    亚马逊的新服务主要可能会对云存储市场造成影响,该市场已经走上了商业化的道路。下面是亚马逊关于Zocalo对云存储和协作产业影响的说明。

云存储市场将会消亡

    亚马逊的竞争优势在于其能够提供比其他厂商更加廉价的存储和计算资源。亚马逊热衷于进入具有明显需求的市场并且将它们商业化。首先是托管,下一步是存储。

    Zocalo标志着云存储商业化最后阶段的到来。亚马逊与谷歌(后者在Google I/O声明了无限存储),都在驱使着存储价格的归零化。

    所以,是的,云存储市场正在消亡。

新的app将会归入云存储的价值(subsume the value of cloud storage)

    随着用户为云存储付费意愿的消退,价值将会使栈上移至新的可以解决功能性挑战的应用。考虑跨多重存储仓库提供内容发现,内容冲浪(content surfing)和基于元数据的策略,基于用户档案的内容发现和推荐,围绕内容使用、共享的异常侦测以及权限设置。所有来自于遗留软件的附加值都将移动至存储基础架构的云的顶端。

    Zocalo高级的评论和编辑特征是厂商上移栈的很好的例子。Dropbox的Carousel,允许用户协同编辑Office文档,另外Box的高级元数据是这种趋势的另外一个例子。

Zocalo将会给Box & Dropbox带来压力——但是长期来看,受其威胁最大的还是Google。

    Zocalo对于竞争者的冲击会随着玩家和时间范围的改变而改变。在短时期内,Zocalo的客户端将会是现存的AWS客户端,后者已经采用了一个文件共享平台。受Zocalo的特征集合的限制,Box的用户不太可能将Zocalo当做一个具有现实意义的替代产品。

    也就是说,Zocalo具有攻击性的价格将会在Box寻求快速增长和获取份额时带来利润率的压力。

    Dropbox也是一样的情形。虽然其现有用户不太可能会转向Zocalo,但是Dropbox的溢价不足以维持其增长。对于主流的云文件共享解决方案的使用者,价格将会变成一个重要得多的因素,并且Dropbox必须根据市场现状做出调整。

    从长期考虑,亚马逊着眼于Google。在业界的所有的玩家中,AWS是唯一可以与Google在云计算和云存储价格上竞争的服务和资源提供商。在厂商寻求价值链上移的同时,预期竞争将加剧,一波并购将会到来。

    这些变动的真正赢家将会是CTO们。由于有许多可行的解决方案和增长和越来越有吸引力的价格,没有什么时候比现在更适合购买文件共享和协作工具了。

原文地址:AWS Zocalo may signal the death of cloud storage as a market


英文原文:

When Amazon enters any market, its objective is to drive down prices and drive out the competition. That’s what it’s trying to do with Zocalo, its new file-sharing and collaboration solution.

Earlier today, the Seattle, Wash.-based tech giant announced Amazon Zocalo, a document storage and collaboration service for the enterprise. Zocalo enables users to store documents, sync them across devices, follow audit trails, and more. Folks can also offer coworkers feedback on content, affixing comments to specific areas of a shared PDF or webpage, for example. (You can find the full product details here.)

Amazon’s new service could majorly affect the cloud storage market, which is already on a path to commoditization. Here’s what Amazon’s introduction of Zocalo means for the cloud storage and collaboration industry.

Cloud storage as a market is going to zero

Amazon’s competitive advantage is its ability to offer storage and compute resources cheaper than other cloud vendors. It’s rivaled only by Google in this area. Amazon thrives on entering markets that have demonstrated demand and commoditizing them. Hosting was first, and storage is next.

Zocalo signals the final phase of cloud storage commoditization. Amazon and Google, with its unlimited storage announcement for Drive at Google I/O,  are both driving the price of storage to zero.

So, yes, cloud storage as a market is dying.

New apps will subsume the value of cloud storage

As the willingness to pay for cloud storage evaporates, value will shift up the stack to new apps that solve functional challenges. Think of apps that offer content discovery across multiple storage repositories, content surfacing and policies based on metadata, content discovery and recommendations based on a user’s profile, anomaly detection around content usage, sharing, and permission settings. All the added value from legacy software will be moving to the cloud on top of the storage infrastructure.

Zocalo’s advanced commenting and editing features are perfect examples of vendors moving “up the stack.”  Dropbox’s Carousel, which allows users to collaborate on Office documents, and Box’s advanced metadata are other examples of this trend.

Zocalo will put pressure on Box & Dropbox — but long-term, it poses the biggest threat to Google

Zocalo’s impact on competitors will vary by player and time horizon. In the short term, Zocalo’s clients will be existing AWS clients that have yet to adopt a file-sharing platform. Given Zocalo’s limited feature set, it is unlikely that Box customers will find Zocalo to be a realistic alternative today.

That said, Zocalo’s aggressive price points will put margin pressure on Box as it seeks to grow quickly and gain share.

Dropbox is in the same category. Though it would be unexpected to see a massive defection of existing Dropbox users to Zocalo, Dropbox’s price premium will not be sustainable as it seeks to maintain its growth. For mainstream adopters of cloud file-sharing solutions, price will become a much more important factor and Dropbox will have to adapt to market realities.

Long-term, Amazon has its sights set Google. Of all the players in the space, AWS is the only service with the resources to compete with Google on cloud compute and storage prices. Expect the competition to intensify and a wave of mergers and acquisitions as vendors seek to move up the value chain.

The real winners from these dynamics are chief information officers. With many viable alternative solutions and increasingly attractive economics, there has never been a better time to be a buyer of file-sharing and collaboration tools.

Alex Gorbansky is the CEO and founder of Docurated, a provider of sales and marketing productivity software to leading organizations like Weather Channel, DelMonte, Netflix, Havas, Digitas, and many others. Prior to Docurated, Alex co-founded Frontier Strategy Group, a leading emerging markets research and data business. Earlier in his career, Alex was a storage industry analyst at Taneja Group and held product management roles at EMC and Loudcloud. Follow Alex on Twitter @docurated.

本文链接:http://bookshadow.com/weblog/2014/07/12/aws-zocalo-may-signal-the-death-of-cloud-storage-as-a-market/
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评论
  1. Faris Faris 发布于 2014年7月16日 16:54 #

    可是目前服务器的价格还是居高不下~~~~

  2. 在线疯狂 在线疯狂 发布于 2014年7月18日 20:13 #

    是啊。。。期待服务器的价格可以越来越便宜,最好免费![嘻嘻]

  3. Faris Faris 发布于 2014年7月19日 09:11 #

    免费就不期望了~价格平民化就成了~~~

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