Ben Thompson
speaker
42,103 appearances
120 recordings
2 series
first heard Sep 2024
last heard 21 Aug
Ben Thompson’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 39 in all, peaking in Mar 2026 with 5.
Appearances
Yeah.
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They're making three dollars of profit on every widget uh and
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That's that's how you you can make a lot of money that way.
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Like my and so um because everyone needs the commodity.
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And then you also you're also in a strong competitive position because you can lower the price if the price goes down, company one will go out of business and then suddenly then supply will go down and demand and the price will go back up.
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Like so you you're just in a very
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The lower your cost structure in the industry, the better you're at.
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And the low, if you're at the lowest end, you have a lot of power and and uh can be very, very sustainably profitable.
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So that was Amazon in the cloud computing age.
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They, it's not just that they
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were first to build out the cloud, but they were first to really uh invest in a few different things.
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So one was around obviously their own processors.
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So they make Graviton processors.
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The number one use case for Graviton processors, which you could go as a customer and get an instance of Graviton processors, particularly in the early years, they sucked.
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And uh so no one would want to do that.
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But uh
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Amazon didn't just offer infrastructure.
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You can go buy a processor, they offered platforms.
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So you can get the the a Redshift, the Amazon database service, right?
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And in this case, you're not actually, you don't know what the processor is.
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Showing 3761–3780 of 42,103 · page 189 of 2106
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