And nobody saw this coming with the surge to “cloud”. /s

I don’t like AWS but god damn they are good marketers and had some good leadership that actually was ahead of the curve. Instead of min/maxing the quarterly earning calls.

Convince a nepo C-level executive of your offerings, wave your massive AWS dick while presenting your deck, throw in a few credits, keep it “cheap” for a number of years. Once the competition fizzes out, or you buy them up. Then nix those teaser rates and jack it up 100X over a decade.

Now AWS is pumping for the next millenia.

Let me ask you, non-combatively: do you think they can keep this up?

Their stock is bumping along at $200. If they can keep people coming in and staying, then the stock can go brrrr for decades. But if they cant, eg the trickle of CTOs repatriating workloads to prem becomes a roar, it wont, and AWS will turn into IBM.

You clearly have strong opinions on how AWS operates, but their stock holders are happy bunnies. What's your prediction?