Episode 040 – BuzzFeed and Amazon
Exponent
00:00
Is This a Startup Model or an Incubator Model?
Amazon is buying computers upfront and then using them as they use it. They're banking on the fact that next year we will our cash flow will increase to the point where we can make these payments without a problem. The company's other businesses drive very little incremental profit because they're selling commodities, like tide detergent for example. It makes me nervous from an investment perspective just because it seems really risky but I'm not sure how those materialize.
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