Durable Investments tells us about the current/future state of the cloud business and AWS’s interesting positioning over the next 10 years. 

Show Notes:

01:12 - What is AWS?

03:40 - What did people do before AWS?

06:52 - How is AWS different compared to Microsoft/Google?

12:18 - How are Microsoft and Google competing with AWS considering AWS has a significant head-start?

16:23 - Google and Microsoft’s strategy for acquiring customers

20:36 - Market capitalization of the total cloud market

26:08 - How will the cloud business look in 2030/2035?

27:17 - Biggest constraint to AWS growth

29:34 - AWS is recession proof

33:44 - Future upstarts and disruption 

42:24 - How to approach finance as a technologist?

Find Durable Investments on Twitter -  @retaox

Find Vasanth - @NextVasanth

Find Faraz - @fzfromcupertino

Intro Music: “Pain is the Essence” remix by @AdiSoundsGood on Twitter

Disclaimer: The content presented in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.