The Trends in Amazon's Growth Rate

There was some concern that Amazon, which no, remember, Amazon is the largest player here by far. So there's a little bit of a law of large numbers problem for them in terms of their growth rate. But they actually did 12%, which made the street very happy. The implication from the discussion on the call was that this optimization process at many large companies is largely finished and people are now starting to focus more on new projects.