The Cloudcast

Is Amazon the new Cisco?

26 snips
Nov 2, 2025
This discussion explores how Amazon's trajectory mirrors that of Cisco during the early 2000s. Key topics include the cultural shifts within Amazon as it expands, the impact of recent layoffs, and how market dominance is evolving with the rise of AI. The team analyzes the changing buyer behavior from cloud to AI solutions, the implications of overcapacity in their retail sector, and the significance of leadership principles. The conversation leaves us pondering whether Amazon can avoid the pitfalls that befell Cisco.
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INSIGHT

Era Shifts Redefine Market Leaders

  • Technology eras change buyer dynamics and winners often differ between eras.
  • The cloud-to-AI shift rewrites architectures and who controls solutions.
INSIGHT

Valuation Rises Evoke Past Manias

  • Rapid market appreciation can mirror past tech manias but supply/demand differs.
  • Comparing NVIDIA to Cisco highlights recurring valuation and dominance questions.
INSIGHT

Amazon As The New Cisco Candidate

  • Amazon's recent moves invite parallels to Cisco's transition rather than NVIDIA's.
  • Leadership changes and era shifts make Amazon an especially interesting case study.
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