A lot of those goofy idea companies convinced everyone else that they should spend nearly unlimited amounts on AWS because of opex or other reason, and now ever

A lot of those goofy idea companies convinced everyone else that they should spend nearly unlimited amounts on AWS because of opex or other reason, and now everyone believes they need to migrate to cloud as well. Maybe they do, what do I know? I don’t feel a need to contribute to that huge margin that AWS makes, but based on their growth and the interest from lots of legacy businesses in moving to the cloud, I wouldn’t be too worried about them.