> AWS itself generated $21 billion in Q4 2022. How fast can you grow at that size? More generally there are two types of growth - market growth (new customers)

> AWS itself generated $21 billion in Q4 2022. How fast can you grow at that size? More generally there are two types of growth - market growth (new customers) and net-zero growth (taking customers from the competitor). The hyper growth generally comes from both of those being quite high, but almost by definition the net-zero growth one will eventually shrink to zero. Likewise, market growth will slow down after all the low hanging fruit for market growth are exhausted (this is generally conversion from existing older tech for efficiency gains).