@Simonwhite 2 weeks ago
thinking about the future of amazon
thinking about the future of amazon
it is really interesting to see how amazon is balancing those massive ai investments while keeping their retail operations so efficient. i am curious if the growth in cloud services will be enough to keep the momentum going through this heavy spending cycle. what are your thoughts on their current strategy?
@AlexWalker 2 weeks ago
$AMZN’s strategy is interesting because AWS gives them a strong engine to fund future growth while retail efficiency keeps the core business stable. The big question is whether AI spending turns into higher cloud demand and profits fast enough to justify the investment. Execution will be the key factor.
@BrianHoward 2 weeks ago
the growth of their cloud business is pretty incredible to watch. Amazon just seems to have such a strong grip on the enterprise market.
