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Impressive, however just like the stock market, if you try to dump all those, It won't worth anything close to $2B.

by obilgic 6y ago

jstanley 6y ago
Right, and if you try to buy them all, it will cost a lot more than $2B.
- obilgic 6y ago
  Yes and no. > "try to buy them all" buy all of AWS's? Then: no, it would cost less. buy from open market? Then: yes, It would cost more
  - nucleardog 6y ago
    I would expect it would cost more from AWS. They're not just holding them unused like a lot of organizations, they're necessary for them to continue making their $35b+ per year from AWS.
  - jstanley 6y ago
    It works the same both ways. If you go into a market and try to buy lots of something, it drives the price up because you're increasing demand and removing supply. If you go into a market and try to sell lots of something, it drives the price down because you're increasing supply and removing demand. AWS don't obviously have an incentive to sell IP addresses for substantially below market value, so I don't see why buying them from AWS versus someone else would make much difference.
    - obilgic 6y ago
      > AWS don't obviously have an incentive to sell ... You just invalided yourself. What do you think my point is?
      - jstanley 6y ago
        I think the point you were trying to make is that just because the IPv4 addresses are valued at $2B doesn't mean you'd be able to get $2B for them if you tried to sell them. This is correct, but it does not imply that they are worth less than $2B. The point I was trying to make is that just because the IPv4 addresses are valued at $2B doesn't mean you'd be able to buy them for $2B.
tybit 6y ago
What makes you think the market for IPv4 doesn’t have the demand for another 2.5% given it’s a scarce resource?
- diegocg 6y ago
  There is surely demand for it, just not at the prices they bought it
pietrovismara 6y ago
Someone always has to make this argument. A) we all know, we're not 6 years old. B) it doesn't really matter, the value is still $2B. It's not the total dump sale value we care for but the actual value of these addresses in the hands of Amazon. Edit: apply this same exact comment also to any discussion about Bezos' net worth

Impressive, however just like the stock market, if you try to dump all those, It won't worth anything close to $2B.

jstanley 6y ago

Right, and if you try to buy them all, it will cost a lot more than $2B.

obilgic 6y ago
Yes and no. > "try to buy them all" buy all of AWS's? Then: no, it would cost less. buy from open market? Then: yes, It would cost more
- nucleardog 6y ago
  I would expect it would cost more from AWS. They're not just holding them unused like a lot of organizations, they're necessary for them to continue making their $35b+ per year from AWS.
- jstanley 6y ago
  It works the same both ways. If you go into a market and try to buy lots of something, it drives the price up because you're increasing demand and removing supply. If you go into a market and try to sell lots of something, it drives the price down because you're increasing supply and removing demand. AWS don't obviously have an incentive to sell IP addresses for substantially below market value, so I don't see why buying them from AWS versus someone else would make much difference.
  - obilgic 6y ago
    > AWS don't obviously have an incentive to sell ... You just invalided yourself. What do you think my point is?
    - jstanley 6y ago
      I think the point you were trying to make is that just because the IPv4 addresses are valued at $2B doesn't mean you'd be able to get $2B for them if you tried to sell them. This is correct, but it does not imply that they are worth less than $2B. The point I was trying to make is that just because the IPv4 addresses are valued at $2B doesn't mean you'd be able to buy them for $2B.

tybit 6y ago

What makes you think the market for IPv4 doesn’t have the demand for another 2.5% given it’s a scarce resource?

diegocg 6y ago
There is surely demand for it, just not at the prices they bought it

pietrovismara 6y ago

Someone always has to make this argument. A) we all know, we're not 6 years old. B) it doesn't really matter, the value is still $2B. It's not the total dump sale value we care for but the actual value of these addresses in the hands of Amazon. Edit: apply this same exact comment also to any discussion about Bezos' net worth