Apple Jumping into Cloud Business? | Ammirati on Innovation

<p>The Big Themes:</p><ul><li><strong>Apple and a thousand Intel employees:</strong> The M1 chipset Apple wanted was a billion-dollar investment in 5G, which they did in 2019. Will Apple use M1 to go up against AWS?</li><li><strong>The 800-pound gorilla:</strong> Microsoft has a culture that looks less transactional and more collaborative. They are a Trojan Horse – and an 800-pound gorilla.</li><li><strong>Oracle and SAP are back at it again:</strong> They’re both creating elegant and powerful new apps for industry-specific solutions in what promises to be a huge new market.</li><li><strong>Transform the industry:</strong> How we can be business partners to transform healthcare, manufacturing, automotive, and mobility – and how to adjust those businesses over the next 12 to 18 months.</li></ul><p>The Big Quotes:</p><p>“I literally can't come up with anybody other than potentially Jeff Bezos, who just wants to be CEO of this whole thing, who this isn't a win for spinning out AWS at this point.”</p><p>This episode is brought to you by BMC Software.</p><p> </p>