Neeraj Khemlani
speaker
332 appearances
2 recordings
2 series
first heard May 2026
last heard 18 Jun
Neeraj Khemlani’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.
Appearances
AWS is now a $150 billion annualized revenue run rate business.
It's very unusual.
This is a quote.
It's very unusual for a business to grow this fast on a base this large.
And the last time we saw growth at this clip, AWS was roughly half the size.
Unbelievable.
Is this the classic 100-bagger, founder-led, B2B?
They think it means what goes up must come down.
It's a regression towards the mean.
So the actual definition, I'm so glad you mentioned this, Josh.
The law of large numbers states that as the number of independent, identically distributed trials increase, their average result approaches the expected value.
That's not what we're talking about.
If you spin heads or tails, you're not going to get 99 tails in a row.
Yeah.
That chart, the high and low quality stock, the fact that low quality stocks have lower performance and higher annualized volatility, Thaler won.
That should not be a thing.
When did you buy Amazon?
Okay.
Amazon was so crazy because it was B2C, founder letter, and then it went B2B, and that was like where the explosive growth came from.
Do you think we'll get another retail 100 bagger?
Showing 261–280 of 332 · page 14 of 17
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