“It is the first time that [the Internet of Things]has really resonated with me,” said Wikibon’s Stu Miniman about Amazon Web Services, Inc.’s (AWS) announcement of the long-awaited IoT platform for AWS today at Amazon re:Invent 2015 in Las Vegas.

Disruption, datascience and change

Kicking off the final day of coverage from Amazon re:Invent 2015 for theCUBE, from the SiliconANGLE Media team, were Miniman, John Furrier and Brian Gracely. The discussion focused on three main takeaways: How Amazon continues to disrupt and innovate, the IoT and importance of datascience, and how capital markets are changing.

The data goldmine

The buzz on the morning’s keynote centered around the announcement of the IoT platform for AWS. Describing the IoT as “a goldmine!” Furrier said that Amazon’s announcement is “a boom for data science.” Gracely agreed: “It’s a good day to be a data scientist.”

Miniman warned AWS competitors: “If you don’t have a full platform, you’re out of this game.“ Although Furrier stills sees Google and Microsoft Azure as in the race, he said that Amazon is “clearly thundering hard and leading the pack.”

Comparing Amazon with its competitors is like comparing “apples and kumquats,” added Gracely.

Capital markets are changing

Amazon is disrupting the margin structure inside the industry, according to Miniman, who stated that: “Infrastructure companies are going to have to change because the way they’ve done things over the last decade is no longer relevant.”

theCUBE team also discussed the rumor that Dell, Inc. and EMC are discussing a merger, with Gracely saying, “If it comes to fruition, it will be a huge deal. … Amazon would kill for EMC’s customer base; they’re the Fortune 500, the big guys.”

Watch the full interview below, and be sure to check out more of SiliconANGLE and theCUBE’s coverage of Amazon re:Invent 2015. And join in on the conversation by CrowdChatting with theCUBE hosts.

Photo by SiliconANGLE