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Acquired’s Ben Gilbert & David Rosenthal on private markets, ZIRP impact, future of Amazon | E1706

This Week in Startups

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Amazon's Day Two

I think it's day two at Amazon. I think everyone just needs to admit that, and then the shareholder base needs to get on board with there's probably not a next AWS. And they've got a ton of running room in e-commerce and cloud. So maybe less focus on another pillar like hell and more focus on just the growth of the current pillars. If they bought Uber or DoorDash and they just said, you know what? What it cost. Lyft is 20% premium over a market cap of 3.7 billion. Amazon could drop 5 billion and drop and buy Lyft. That would be scary for me.

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