Print desk·2026-08-09.md·.md
Amazon vs Microsoft: different books, same decade
Stores are the sales. AWS is the profit. Ads are the quiet third engine. Azure and Office. GitHub and OpenAI sit inside the cloud story.
Amazon leads on Online stores (68%). Microsoft leads on Intelligent Cloud (43%). The seat follows the slice that pays.
The mix
Hover a slice
Amazon- Online stores68%—
- AWS17%—
- Ads10%—
- Other5%7%
- Intelligent Cloud—43%
- Productivity—32%
- More Personal—18%
- AmazonMicrosoft
AmazonStores are the sales. AWS is the profit. Ads are the quiet third engine.
Pays: Shoppers. AWS accounts. Advertisers on the store.
Builds: Retail, logistics, AWS, ads. The SWE book is split across those.
Azure and Office. GitHub and OpenAI sit inside the cloud story.
Pays: IT buyers. Developers on Azure and GitHub. Consumers on Windows / Xbox.
Builds: Azure, Office, GitHub, AI platform. PM and cloud IC are the volume seats.
The seat
Do not treat Amazon and Microsoft as one market. Retail, logistics, AWS, ads. The SWE book is split across those. That is not Azure, Office, GitHub, AI platform. PM and cloud IC are the volume seats. Name the book before the interview.