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.

Trend

recordings per month · last 12 months
5 · Mar OctJan 26AprJulnow

Recordings per month over the last 12 months — 39 in all, peaking in Mar 2026 with 5.

Appearances

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But they this is actually an important point. podcast-host
The big shock podcast-host
When AWS was revealed, and I called it the AWS IPO like a decade ago, was everyone sort of they kind of got the cloud, but assumed it was gonna be super low margin. podcast-host
And it turned out that actually, no, the margins were great, especially for it from an Amazon perspective. podcast-host
You know, I think at the time, I want to say it was something like 17 to 19 percent. podcast-host
People thought it'd be one to two. podcast-host
Now it's in like the 30s or something like that, or maybe, maybe even higher. podcast-host
Um, podcast-host
And podcast-host
Right. podcast-host
It turns out you could get not so Amazon, yes, I'm talking about this very compelling total commodity market. podcast-host
People could switch wherever. podcast-host
The reality is everything's a mix and there are moats and you do lock people in and you do at and so but yes, you can also offer stuff super cheaply if need be in a competitive like i in a bank offer. podcast-host
Like they can go they go to companies. podcast-host
That's why they give they go startups like hundreds of thousands of dollars in credits. podcast-host
Like you you're not even paying anything back. podcast-host
Amazon, unless you're actually a substantial business. podcast-host
They will make long term deals with companies. podcast-host
Okay, sign up for three years, will give you. podcast-host
uh like an eighty percent discount like just because you're locked in over and they could do that cause because they have this this this capacity to do so. podcast-host
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