Jaden Schaefer
👤 SpeakerAppearances Over Time
Podcast Appearances
way different than just posting higher percentage growth of a much smaller base, right?
way different than just posting higher percentage growth of a much smaller base, right?
way different than just posting higher percentage growth of a much smaller base, right?
Like you see a small company and it's like, wow, this company doubled in size this year.
Like you see a small company and it's like, wow, this company doubled in size this year.
Like you see a small company and it's like, wow, this company doubled in size this year.
That sounds phenomenal.
That sounds phenomenal.
That sounds phenomenal.
But like if you can grow 24% on $142 billion, that is huge.
But like if you can grow 24% on $142 billion, that is huge.
But like if you can grow 24% on $142 billion, that is huge.
So he was arguing in his call that AWS is going to continue to add more incremental revenue and capacity than any other competitor.
So he was arguing in his call that AWS is going to continue to add more incremental revenue and capacity than any other competitor.
So he was arguing in his call that AWS is going to continue to add more incremental revenue and capacity than any other competitor.
And I mean, I think they are just, you know, by and far, they're one of the leaders in the space.
And I mean, I think they are just, you know, by and far, they're one of the leaders in the space.
um and i mean i think they are just you know by and far they're one of the the leaders in the space i think they've done a lot of really smart investments into anthropic for example giving them you know in the early days four billion dollars they keep investing into them um and of course a lot of that investment is contingent on them coming back and spending with aws so i think their growth is looking really good um and i think a lot of the growth that they saw that 24 was part of a whole bunch of new agreements with big companies and government customers
I think they've done a lot of really smart investments into Anthropic, for example, giving them, you know, in the early days, $4 billion, they keep investing into them.
I think they've done a lot of really smart investments into Anthropic, for example, giving them, you know, in the early days, $4 billion, they keep investing into them.