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Indeed, I forgot to put that up there. The big difference between Retail and AWS is that Retail has obviously expensive ways to grow. And has to have an absur
by taeric 3y ago
Indeed, I forgot to put that up there. The big difference between Retail and AWS is that Retail has obviously expensive ways to grow. And has to have an absurd float in the form of inventory to work. I think datacenters have a bit of that, as well. But I would be shocked if it was to the same level. AWS, on the other hand, seems to genuinely have trouble finding ways to spend all of the margin they pull in.