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!):
http://pod.link/acquiredlp
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 notvc@fundrise.com, 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:
https://bit.ly/acquiredfundriseinnovation
Thank you as well to Pilot and NZS Capital!
https://bit.ly/acquiredpilot22
https://bit.ly/acquirednzsmarginofsafety
You can register for the next NZS Talkback here:
https://us02web.zoom.us/meeting/register/tZErdOmtrjgrHNB5Z4J4zGp8vejLlznkmC9v
Links:
Steve Yegge’s Platforms Rant
https://gist.github.com/chitchcock/1281611 (so good!)
Ben Thompson on AWS and Snowflake
https://stratechery.com/2020/snowflakes-s-1-snowflake-vs-the-public-cloud-snowflakes-sales-marketing/
Episode sources:
https://docs.google.com/document/d/10YHZt-xHujDfzuAeU_-fu9Rll7IaHYZhkaSon1HFGsc/edit?usp=sharing
Carve Outs:
Moon Knight:
https://www.disneyplus.com/series/moon-knight/4S3oOF1knocS
John Carmack on The Lex Fridman Podcast:
https://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.