Durable Investments tells us about the current/future state of the cloud business and AWS’s interesting positioning over the next 10 years.
Show Notes:
01:12 - What is AWS?
03:40 - What did people do before AWS?
06:52 - How is AWS different compared to Microsoft/Google?
12:18 - How are Microsoft and Google competing with AWS considering AWS has a significant head-start?
16:23 - Google and Microsoft’s strategy for acquiring customers
20:36 - Market capitalization of the total cloud market
26:08 - How will the cloud business look in 2030/2035?
27:17 - Biggest constraint to AWS growth
29:34 - AWS is recession proof
33:44 - Future upstarts and disruption
42:24 - How to approach finance as a technologist?
Find Durable Investments on Twitter - @retaox
Find Vasanth - @NextVasanth
Find Faraz - @fzfromcupertino
Intro Music: “Pain is the Essence” remix by @AdiSoundsGood on Twitter
Disclaimer: The content presented in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.
