Market Size UNCONSTRAINED!!! Why AWS is the Best Business of All Time

ℹ️ EPISODE INFO

Released

September 18, 2022

Duration

3m

Channel

Acquired

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

Listen to the full Amazon Web Services episode here: https://www.youtube.com/watch?v=APvj15_YCqk

🎤 SPEAKERS

• David Rosenthal

  host

  Co-host of Acquired, a podcast about great companies and the stories behind them.

• Ben Gilbert

  host

  Co-host of Acquired, a podcast about great companies and the stories behind them.

🧾 EPISODE SUMMARY

In this episode of Acquired, featuring David Rosenthal and Ben Gilbert, Market Size UNCONSTRAINED!!! Why AWS is the Best Business of All Time explores aWS backlog and utility economics make its market effectively limitless AWS is at roughly an $80B annual revenue run rate, but its more striking signal is over $100B in contracted backlog disclosed in Amazon’s 10‑Q.

🔗 RELATED EPISODES

Is This The End For Amazon, TSMC and META?

The Aggregation Theory: What’s the Internet’s future?

PROVEN Strategies for Quality Content Creation

10 Years of Acquired (with Michael Lewis)

Enron: From power to prison

Why Business is Winner Take All