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
But they this is actually an important point.
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The big shock
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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.
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And it turned out that actually, no, the margins were great, especially for it from an Amazon perspective.
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You know, I think at the time, I want to say it was something like 17 to 19 percent.
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People thought it'd be one to two.
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Now it's in like the 30s or something like that, or maybe, maybe even higher.
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Um,
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And
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Right.
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It turns out you could get not so Amazon, yes, I'm talking about this very compelling total commodity market.
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People could switch wherever.
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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.
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Like they can go they go to companies.
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That's why they give they go startups like hundreds of thousands of dollars in credits.
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Like you you're not even paying anything back.
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Amazon, unless you're actually a substantial business.
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They will make long term deals with companies.
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Okay, sign up for three years, will give you.
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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.
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Showing 3841–3860 of 42,103 · page 193 of 2106
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