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AWS, Loud Cloud, Not a Huge Successful Business
Jeff Bezos is literally using the same analogy that Andreessen used when he was launching loud cloud. The cost of starting a company has gone to zero, so the number of targets who would be leveraging something like AWS is so much greater now. And there's also, there's another really big piece of this, which is that the whole concept of virtualization, server virtualization didn't really exist yet.