3 ms·

Question is whether those companies will culturally be able to compete in a low-margin space. I don't know anything about Microsoft but wrt Google I've often t

by s17n 9y ago

Question is whether those companies will culturally be able to compete in a low-margin space. I don't know anything about Microsoft but wrt Google I've often thought that the insane margins on the search ads business have made it institutionally difficult for the company to take any low-margin business seriously. Amazon on the other hand has been all about razor thin margins since day one.

sangnoir 9y ago
> Question is whether those companies will culturally be able to compete in a low-margin space. 25% is a fat margin: why would you say this is a low-margin space?
- s17n 9y ago
  Post I replied to was imagining a world where margins go down, which seems very plausible, compute is a commodity.