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?

AWS is the new IBM.

The question is if we're living in the new 1970s or 2000s.