There are two ways to look at Amazon.com: as a retailer, and as a software company that runs a retailing application. Both are accurate, and in combination they explain why Amazon, rather than a traditional computer company, has become the most successful early mover in supplying computing as a utility service. For Amazon, running a cloud computing service is core to its business in a way that it isn’t for, say, IBM, Sun or HP.

In a brief but illuminating video interview with Om Malik, Amazon CEO Jeff Bezos underscores this point in describing the origins of Amazon Web Services. “Four years ago is when it started,” he says, “and we had enough complexity inside Amazon that we were finding we were spending too much time on fine-grained coordination between our network engineering groups and our applications programming groups. Basically what we decided to do is build a [set of APIs] between those two layers so that you could just do coarse-grained coordination between those two groups. Amazon is, you know, just a web-scale application.”

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Sun Microsystems is getting ready to talk about its cloud computing efforts, including some kind of a deal with Amazon for its Amazon Web Services, according to CEO Jonathan Schwartz, who delivered a short keynote at Startup Camp in San Francisco. Startup Camp is an adjunct event to the JavaOne Conference that kicks off later this week.

Following his keynote, I got onstage with Schwartz and asked him a few questions. I queried him about Sun and its cloud computing efforts, given that it was nearly a decade ago that then-Sun CEO Scott McNealy started talking about how “the network is the computer.” In response, Schwartz said they have some interesting news coming out later this week. He refused to give the details, but he seemed pretty excited.

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