It's true that retailers get hurt in a recession. That's a headwind. The tailwind is that even more people will be shopping online via Amazon going forward. I'm

It's true that retailers get hurt in a recession. That's a headwind. The tailwind is that even more people will be shopping online via Amazon going forward. I'm betting it'll be the brick and mortars hurting more. Some of their market share will be cut due to a recession, but some of it will be going to Amazon. AWS spend will go down in a recession too, but there are numerous other companies I'll bet against before AWS (ie martech, advertising, HR tech, etc). Infrastructure is one of the most critical parts of a company.