 Live from the Sands Convention Center in Las Vegas, Nevada, it's theCUBE at AWS ReInvent 2014. Brought to you by headline sponsors, Amazon and TrendMicro. Okay, welcome back everyone. You're watching theCUBE. We are live here day one of Amazon ReInvent. This is our wrap up and I'm here with Jeff Kelly. I'm John Furrier, the founder, and Jeff Kelly, my co-host with Stu Miniman, who is not here in this segment from Wikibon. And theCUBE would not be here. It wasn't possible for our sponsorship and support from Amazon Web Services Group as well as TrendMicro. So big shout out for those guys for supporting our passion going out to the events and extracting the students' noise. We really appreciate it and we bring all this hard work and interviews which we love to do thanks to TrendMicro. Guys, go out there and check them out and give them a shout out. So I'm here with Jeff Kelly. Jeff, let's just go quick through the rundown, quick wrap. We've got to get the lights getting turned out on us. Enterprise Aurora Database. Aurora Database. More services. We just had Ryan on from the VC world. He's saying the past layer is tough. Ryan Floyd with Storm Ventures. It's tough to get in there and own that sector. There's a lock-in effect. So there's a real antithesis to lock-in. But yeah, people love the APIs. What's your take? Lock-in is one of those things. No enterprise likes that. You know, you could argue that essentially, you know, the past is one of those terms. How do you define it? But the bottom line is developers love working on AWS. It provides them with a lot of the tools that they need to deliver new applications. We're seeing it from, you know, all the startups that are at the show, 13,000 people at this show. Not just startups though. We're seeing enterprise. We're seeing a lot of new things. We're seeing new things. We're seeing new things. We're seeing new things. We're seeing new things. We're seeing new startups though. We're seeing enterprises in a number of spaces. It's not just kind of the digital space. We're seeing manufacturing companies. We're seeing healthcare companies. We're seeing retailers. So, you know, this is, you know, AWS is a juggernaut right now. You know, they are just rolling out services, you know, introducing something like Aurora. They are taking on, basically, my take is if you're a partner of AWS delivering services on top of AWS, nobody's safe. AWS is going to keep innovating and they're going to push you and they're going to eat your lunch unless you continue to innovate as well. They're doing it down in the database space. They've done it in other areas around big data that I focus on. They've done it in things like desktop virtualization, any number of areas. So, that's the thing with AWS they keep pushing their partners. If they're big enough, they'll take your lunch away from you. But what's happening in a platform like an operating system like Amazon, what they are, there's white spaces. And so I think the rules of engagement right now are there's a lot of money being made. There's a lot of white spaces for partnerships. That's clear. Obviously, what you're seeing on the services side is pretty significant. Amazon can commoditize the platform without even owning anything. So, I think that's a great opportunity. I do want to get your perspective about the government business. We have the intelligence community at Theresa Carlson on. That is a pretty amazing deal. Basically, it's a private cloud of Amazon for the government. I think when you see that, I mean, there's a reason that they are, you know, they want to talk about that. I mean, look, if the CIA, if other agencies are willing to move to AWS, there's really no reason, there's no legitimate reason an enterprise can say it doesn't have the required security. What do you think? Well, well, Jeff, here's my take. I think right now the marketplace for entrepreneurship is hot, right? So, what you're seeing here, we had Ryan Floyd from Storm Ventures. Jerry Chen is going to be on tomorrow. Trying to get Bing Lee from Excel to come on. Maybe Frank Artala from Ignition. They're all would agree with me and would say, there are bets to be made. But as Ryan pointed out is, if your investment thesis can't be nailed down, it's hard for him to identify where companies can be successful in Amazon. It's too unknown, it's too risky. He's betting on OpenStack. So, you can clearly see the bets are in OpenStack. Amazon really needs to look at that as a real blind spot. I think Andy Jassy should look at the capital markets and say, hey, if the venture capital is going to bet against you, not with you, then you should rethink your execution plan because now you have new stakeholders. So, that's my observation from today is that Amazon's afraid train rolling down their tsunami. They're going to take the beach head. They're secretary of running away with it. They're the big wave coming in. So, to me, Amazon's winning. No doubt about it. We're excited to bring the coverage to you, Jeff, to cover all the big data. Stu's out getting all the data on the ground and we're going to be back tomorrow live at 10.30 a.m. on theCUBE here and in the morning we'll be covering the keynotes on siliconangle.tv live.siliconangle.tv. But again, the story's the same here. The Amazon's just winning. They're continuing to do that. Andy Jassy did an amazing job on the keynote today. I thought he came across very professional, very much on task. He had to deliver a boatload of news and he had two amazing keynotes. I thought MLB. And curing cancer. So, showing entertainment lifestyle, innovation, and then innovation that staged live. So, to me, I thought that was a job done well done by Andy Jassy. Jeff, thanks for coming today and helping us here with Stu Miniman. Thanks to the team. You're watching live here. We'll see you tomorrow at 10.30 at theCUBE. I'm John Furrier with Jeff Kelly. Thanks for watching.