AWS

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• bearish criticism Amjad Masad

  typically you have to go learn AWS, you have to go learn GitHub, VS Code, whatever. We're bringing all that, now one screen.

• bearish assessment Chamath Palihapitiya

  companies with incredible momentum and is aws going to be able to compete on payments or for e-commerce platforms uh with stripe shopify and square probably not and what if those companies start adding other cloud services you know we're going to be in for a dog fight here

• neutral fact_claim Unattributed

  income in 2020 in other words it's highly profitable amazon's net income was 21 billion in 2020 aws's was 13.5

• neutral fact_claim Unattributed

  in 2020 aws was only 11.5 percent of amazon's total revenue 45 billion uh for aws and 386 billion in total for amazon

• neutral fact_claim Unattributed

  they're on a 54 billion dollar run rate in 2021 this is extraordinary

• bearish assessment Chamath Palihapitiya

  amazon web services and their new ceo are facing a lot of bureaucratic challenges

• bearish criticism Chamath Palihapitiya

  aws is dealing with bureaucracy issues inside of their company like apple has recently faced

• bearish assessment Jason Lemkin

  we should panic when both the AWS slows down and Azure and the CIO spend

• neutral fact_claim Naveen Rao

  a customer has a relationship with AWS. They believe they can get AWS to give them GPUs. We can run our software stack inside of their tenancy without ever seeing their data. That's, that's something that people like because of the security and privacy. Uh, but as he said, the shortage of GPUs starts dictating how people go here.

• bullish fact_claim Mark Zuckerberg

  it has also been really neat to see how many people are using quest to watch video content you know it's just a lot more immersive so we think of the

• neutral assessment David Friedberg

  i think it's kind of in the bucket of acceptable if you look at energy in california i would lose my energy in the peninsula gosh and you know san mateo palo alto you'd lose your electricity five times a year six times a year so i'm more worried about the electrical grid than i am about the data centers the data centers you know they've done really well at distributing and when something like this happens it's typically some router a human makes a stupid setting they have to roll it back but bec

• neutral fact_claim Unattributed

  yeah amazon shares are up 1.3

• neutral fact_claim Unattributed

  aws went down and it's still going down jason a really big problem in the u.s east one region of the cloud giant this brought down companies including coinbase and robinhood snap banks in the uk and also signal quite a mess to wake up to on a monday morning

• bearish criticism David Friedberg

  wait a second you know we were basing it on you know the price earnings ratio what's the price earnings ratio of core weave at this point what's their debt you know you start looking at those aggressive neo clouds uh and hyperscalers yeah you just might have a come to jesus moment

• bearish prediction Chamath Palihapitiya

  one of these data center projects will go belly up or one of these data center projects will um have their valuation just get walloped so there are you know like core weave right and so let's say core weave um has a lot of debt and they're buying a lot of um capacity and they're building a bunch of projects there might come a point where they say you know what um we have to pay back and we've got loans and we've got payments to make yeah we're going to pause those two places where we broke groun

• neutral fact_claim Jason Calacanis

  if you look at the current revenue footprint of ai companies and you know you got to think we're we're we're closing in on a hundred billion in revenue you know if you have open ai with 10 13 whatever it is

• bearish criticism Alex Wilhelm

  they found open ai's one trillion dollars spend coming to be a little bit incredible compared to its revenue

• bearish assessment Unattributed

  the cloud is a wide open competitive market right now. Like there is no AWS lock in in this market,

• mixed assessment Chamath Palihapitiya

  A great example of this is Amazon. Why does Amazon issue an edict that says you cannot use these things inside of AWS unless a human now reviews and approves it? Because what happened? They had three or four SEV1 faults from a bunch of code that was written by agents that brought down AWS. Now look, I've told you, I love AWS for one reason, because it's hyper-reliable. I hate AWS for the same reason, that hyper-reliability comes at enormous cost, I pay it, but I pay it to never have a SEV1. The

1. 2028-02-05 one of these data center projects will go belly up or one of these data center projects will um have their valuation just get walloped so there are you know like core weave right and so let's say core weave um has a lot of debt and they're buying a lot of um capacity and they're building a bunch of projects there might come a point where they say you know what um we have to pay back and we've got loans and we've got payments to make yeah we're going to pause those two places where we broke groun · Prediction · pending

VentureSignalScore 66.8/100 for aws, composed from 1 of 4 components (emerging formula), discounted ×0.76 for 20% signal coverage