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The top two cloud-using companies are…

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Let me first define my terms. I’m not talking about who deploys the most cloud instances or who has the most customers. There’s no mystery there. For now, it’s Amazon with Amazon Web Services – and Google, Microsoft, RackSpace and VMware. But, no, what I’m talking about today is large companies that live and die by their cloud deployments… and that’s a much harder question.

By my count, the answer is: Intuit and Netflix. What’s that, you say? How can an accounting software company and a video-entertainment company possibly be the top cloud-using companies? Easy – they bet big on the cloud early and they’ve doubled down on their bets since then.

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