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Okay, Computer: Long Party, Longer Hangover with Deirdre Bosa & Rick Heitzmann
On The Tape
Amazon's Overspend on Cloud Infrastructure
Amazon has been spending so much money and yes a few years ago I think that felt like an overspend right they basically overhauled every bit of their logistics network which was already gigantic. That actually made them unprofitable for a number of quarters and so they were treated as a mega cap that wasn't as profitable. But this quarter it was kind of Amazon's time to shine it made what looked like an over Spent look really smart not like an overSpend at all. It seems like some of the air is coming out of some of these higher valuation names such as Palo Alto or data dog who are down more than 10 percent in recent days.
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