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Has anyone sat down and figured out what a reasonable valuation would be for AWS as a stand alone business? Surely not $900B, but half? A quarter?
by bradleyjg 8y ago
Has anyone sat down and figured out what a reasonable valuation would be for AWS as a stand alone business? Surely not $900B, but half? A quarter?
- hedora 8y agoPublic cloud is about $300b per year right now. Assume amazon gets 66% long term, so $200b (this is unlikely for many reasons...) Cisco gets about $50b of revenue currently, and is worth ~250b. Extrapolating gets $1T. (I certainly don’t believe the above analysis; it’s terrible in multiple ways. For one thing, it ignores profit margins.)