Nathan Lambert

The internal teams like Jaxx and XLA and stuff, they more so serve DeepMind and Search, right? And so their customer is different. They're not building a product for them.

The internal teams like Jaxx and XLA and stuff, they more so serve DeepMind and Search, right? And so their customer is different. They're not building a product for them.

The internal teams like Jaxx and XLA and stuff, they more so serve DeepMind and Search, right? And so their customer is different. They're not building a product for them.

Google Cloud is third. Microsoft is the second biggest, but Amazon is the biggest, right? Yeah. And Microsoft deceptively sort of includes like Microsoft Office 365 and things like that, like some of these enterprise-wide licenses. So in reality, the gulf is even larger. Microsoft is still second though, right? Amazon is way bigger. Why? Because using AWS is better and easier.

Google Cloud is third. Microsoft is the second biggest, but Amazon is the biggest, right? Yeah. And Microsoft deceptively sort of includes like Microsoft Office 365 and things like that, like some of these enterprise-wide licenses. So in reality, the gulf is even larger. Microsoft is still second though, right? Amazon is way bigger. Why? Because using AWS is better and easier.

Google Cloud is third. Microsoft is the second biggest, but Amazon is the biggest, right? Yeah. And Microsoft deceptively sort of includes like Microsoft Office 365 and things like that, like some of these enterprise-wide licenses. So in reality, the gulf is even larger. Microsoft is still second though, right? Amazon is way bigger. Why? Because using AWS is better and easier.

And in many cases, it's cheaper. And it's first.

And in many cases, it's cheaper. And it's first.

And in many cases, it's cheaper. And it's first.

AWS generates over 80% of Amazon's profit. I think over 90%. That's insane. The distribution centers are just like, one day we'll decide to make money from this. But they haven't yet, right? They make tiny little profit from it.

AWS generates over 80% of Amazon's profit. I think over 90%. That's insane. The distribution centers are just like, one day we'll decide to make money from this. But they haven't yet, right? They make tiny little profit from it.

AWS generates over 80% of Amazon's profit. I think over 90%. That's insane. The distribution centers are just like, one day we'll decide to make money from this. But they haven't yet, right? They make tiny little profit from it.

I think actually Google's interface is sometimes nice, but it's also like they don't care about anyone besides their top customers.

I think actually Google's interface is sometimes nice, but it's also like they don't care about anyone besides their top customers.

I think actually Google's interface is sometimes nice, but it's also like they don't care about anyone besides their top customers.

And like their customer service sucks and like they have a lot less like.

And like their customer service sucks and like they have a lot less like.

And like their customer service sucks and like they have a lot less like.

Amazon has always optimized for the small customer too, though, right? Obviously, they optimize a lot for the big customer, but when they started, they just would go to random Bay Area things and give out credits, right? Or just put in your credit card and use us, right? Back in the early days. So they've always... The business has grown with them, right? And Virgin.

Amazon has always optimized for the small customer too, though, right? Obviously, they optimize a lot for the big customer, but when they started, they just would go to random Bay Area things and give out credits, right? Or just put in your credit card and use us, right? Back in the early days. So they've always... The business has grown with them, right? And Virgin.