I don't know, so I'll offer a plausible, to me, story: Consider that AWS is Amazon's income [0]. VC funded companies may well be a significant portion of its cu

I don't know, so I'll offer a plausible, to me, story: Consider that AWS is Amazon's income [0]. VC funded companies may well be a significant portion of its customer base. Hence, if its customers are tightening their belts, they may take short and long term measures to limit their spend on AWS. Amazon presumably prepares for this by lowering twitch's budget. [0] https://www.investopedia.com/how-amazon-makes-money-4587523 https://www.investopedia.com/how-amazon-makes-money-4587523