Do you see Amazon as the No. 1 competitor?
They are one of the competitors. I think there are going to be a bunch of competitors. The competition is going to come from two sources: one is we are not the only ones seeing this change happening. So you are increasingly hearing IBM, Oracle, Microsoft, all talking the Big Data talk. So they are going to try to evolve in that direction. How successful they will be history will show. But there are going to be new entrants as well.
Those new entrants some of them will be service based like Amazon. Others will be software based like Cloudera and Hortonworks and others. And there are many more. The VC community senses the continents shifting here so they are buying lottery tickets like crazy.