Amazon going the way of the mainframe?
This got me mulling over the time they were racking up the debts to build out their infrastructure. And it's one big smooth operation now, very pretty, very profitable, and built on books. Book shipping that they're now single-handedly killing off with the kindle.
I'm sure they'll still have a use for all that infrastructure they've built even after most books cease to be shipped in paper form. Mayhaps even moreso. It just, well, makes you think. They're actually reinventing themselves. That may or may not have an impact on just what is marginal for them, so maybe their billing model will have to follow, too.
Anyhow. Don't focus on the hype. Look at what amazon is really up to. And, of course, while software is far easier to scale out (with or without the cloud) for a start-up, amazon has also made scaling out easier and cheaper for certain classes of "real world apps". In fact, with the advent of additive manufacturing and related tricks (like easy pcb-to-order manufacturing, fabless fabbing, drop shipping, fulfillment, what have you), the next big thing might not even be software/internet/cloud centered. Don't get too stuck in the past (bubble), eh.