“Amazon is an unstoppable freight train coming down the tracks. Everyone is scratching their heads and asking, ‘How can we compete with this?’” said John Furrier, cohost of theCUBE, as he kicked off day two coverage of Amazon re:Invent 2015 at the Venetian in Las Vegas, NV.

You can’t out innovate Amazon

Joining Furrier on theCUBE, from the SiliconANGLE Media team, to discuss the impact of Amazon’s announcements at re:Invent 2015 were Wikibon analysts Stu Miniman and Brian Gracely.

“You can’t out-innovate Amazon,” Miniman said, who quoted Amazon customer Capital One as saying, “Amazon is more secure than our own datacenters.”

Gracely sees companies deciding to support AWS rather than compete against them, citing new AWS partners Rackspace, Inc. and Accenture, LLP as examples.

Innovates, disrupts and commodotizes

Recapping the morning’s keynote address from Amazon Web Services, Inc. (AWS) SVP Andy Jassy, Furrier described him as “genuinely pumped up” by his mission at Amazon. “They are doing the things right; they have the right formula,” Furrier said. He added, “They work their asses off at Amazon. They have a great team.”

Unlike other companies that either innovate or disrupt, Furrier said Amazon is “scaring the bejeezus out of people” through its ability to innovate, disrupt and commoditize simultaneously.

The team touched on the many announcements made during the keynote, including the new Snowball shippable storage device that allows AWS customers to ship huge amounts of data for import into AWS. Miniman sees this as an example of how Amazon.com and AWS work together rather than as separate companies, with each supporting the other.  

Amazon is “scary good”

Summarizing Amazon in two words, Miniman said, “Scary good.” For Gracely, the bottom line is that Amazon is a $7–$10-billion-dollar company that is growing by 80 percent every year. “They are at the beginning of what could be a very big ramp,” he said.

Watch the full interview below, and be sure to check out more of SiliconANGLE and theCUBE’s coverage of Amazon re:Invent 2015.

Photo by SiliconANGLE