Amazon Web Services

So, how DID an online book retailer end up building the infrastructure layer that powers the entire internet? (Or at least 39% of it, per latest market share data.) While many myths, legends, and some downright falsehoods exist, the real answer to that question deserves a full Acquired episode of its very own. So here it is: the story of Amazon Web Services. Who’s got the truth? Tune in and find out. :)
If you want more Acquired, you can follow our newly public LP Show feed in the podcast player of your choice (including Spotify!):
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Sponsors:
Thank you to our presenting sponsor for all of Season 11, Fundrise! If you’re considering raising a growth round of capital in the next year, you should definitely explore raising some of it with the Fundrise Innovation Fund. Just email [e-mail], and tell them Ben & David sent you. And if you’re an individual looking for exposure to private growth-stage technology companies, you can invest in the Innovation Fund here:
bit.ly/acquiredfundriseinnova...
Thank you as well to Pilot and NZS Capital!
bit.ly/acquiredpilot22
bit.ly/acquirednzsmarginofsafety
You can register for the next NZS Talkback here:
us02web.zoom.us/meeting/regis...
Links:
Steve Yegge’s Platforms Rant
gist.github.com/chitchcock/12... (so good!)
Ben Thompson on AWS and Snowflake
stratechery.com/2020/snowflak...
Episode sources:
docs.google.com/document/d/10...
Carve Outs:
Moon Knight:
www.disneyplus.com/series/moo...
John Carmack on The Lex Fridman Podcast:
lexfridman.com/john-carmack/
Note: Acquired hosts and guests may hold assets discussed in this episode. This podcast is not investment advice, and is intended for informational and entertainment purposes only. You should do your own research and make your own independent decisions when considering any financial transactions.

[@Blastmaster-ej5kw]

The empire strikes back! Kudos to the greatest corporate historian duo of our time! Keep them coming!

[@TheEtrepreneur]

just came to youtube to leave this comment; God is fair, just and Always deliver His Promises (in this case with Abraham). What an analysis! this one goes to The Collection. You guys are in the zone. Keep it up. :P

[@grantliu9185]

Cloud also happened due to timing of the zero interest rate env for a decade and the Cambrian explosion of startups

[@enriquetabora4399]

Great episode guys! Question: Why is AWS "number 1" in cloud services? BTW, you're not the only ones saying this; I've seen this in many places. What metric is being used? I ask because Amazon reports AWS revenues (TTM Jun 2023) of $85 B M, but Microsoft reports Intelligent Cloud revenues (Jun 2023) of $88 B.

[@roypaulmathew]

I think AWS missing Kubernetes movement is a big one as Kubernetes is slowly evolving as the de facto standard around which PaaS offering are evolving

[@grantliu9185]

Excellent. But you folks are missing the ISV angle. Even competitors are partners and customers too.

[@joshreji7510]

57:57

[@joshreji7510]

Market size unconstraint!

[@wemba]

Lfg!

[@ersiner]

Where are you guys?