After three days of sifting through product announcements and interviewing the tech industry’s top thought leaders, SiliconANGLE founder John Furrier and Wikibon Principal Analyst Jeff Kelly got back into theCUBE to wrap up re:Invent 2013 and provide their unique insight into how AWS is reshaping the Big Data marketplace.

Furrier views Kinesis, Amazon’s new managed stream analytics service, as the company’s attempt to close the loop on its integrated cloud stack and deliver an end-to-end solution for collecting and processing data. Going into detail, he tells Kelly,

“To me it is a major shift here. This will probably change the game significantly in the open source world because Amazon now can close the loop: they can stream data as a managed service, bring it into RedShift, provide business intelligence, log data, etc.. Significant game change at large scale.”

Elaborating, Kelly highlights that Amazon’s Big Data lineup poses a threat to the entire analytics ecosystem. The company’s DynamoDB service competes with NoSQL databases such as Cassandra, Kinesis challenges IBM InfoSphere Streams and the list goes on:

“Amazon is trying to take on all these different areas: the open source Hadoop world, the traditional data warehouse world. They haven’t yet taken on the business intelligence world, but they’re starting to partner with companies like Jaspersoft and Tableau,” to establish a foothold in this market, Kelly details.

Amazon has all the pieces of the Big Data puzzle, he continues, but the firm will have to provide the orchestration needed to put it together and simplify workload migration before it can take on the industry’s heavy hitters. If the IaaS giant does overcome these challenges, then Cloudera and rivaling distributors will have to change their business models to stay competitive.

Watch the full interview for more exclusive analysis.