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Comment by franktankbank

12 days ago

Is a seal a sea creature or a land dweller? Well it eats at sea.

Argh, we first ignored the fact that most of its income comes from being the lead e-commerce retailer to just focus on AWS and then we need to discount the fact that the majority of AWS is CapEx towards hardware / datacenter (expected CapEx this coming year is $200B), to just leave the software. Whatever.

One thing is for sure: if the seal builds and manages hundreds of billions of dollars worth of computer infrastructure across seven continents, it isn’t just a software company.