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Let me ask you, non-combatively: do you think they can keep this up? Their stock is bumping along at $200. If they can keep people coming in and staying, then
by kjellsbells 2y ago
Let me ask you, non-combatively: do you think they can keep this up?
Their stock is bumping along at $200. If they can keep people coming in and staying, then the stock can go brrrr for decades. But if they cant, eg the trickle of CTOs repatriating workloads to prem becomes a roar, it wont, and AWS will turn into IBM.
You clearly have strong opinions on how AWS operates, but their stock holders are happy bunnies. What's your prediction?
- llm_trw 2y agoAWS is the new IBM. The question is if we're living in the new 1970s or 2000s.