Redefining Margin of Safety in Investments

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. :) 

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• Steve Yegge’s Platforms Rant (so good!)
•  Ben Thompson on AWS and Snowflake
•  Episode sources

Carve Outs:

• Moon Knight
• John Carmack on The Lex Fridman Podcast

‍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.