This Week in Startups $AMZN & $AAPL earnings, $META investors losing faith, Jay Trading + OK Boomer with Nate O'Brien | E1521
Jul 30, 2022
Nate O'Brien, a popular YouTuber and founder of Roadrunner VC, joins the discussion to unpack the latest tech earnings. He shares insights on Amazon's impressive growth, especially in AWS and advertising, while exploring Apple's slowing revenue yet impressive subscriber growth. The conversation shifts to Meta's struggles and the shifting landscape of investment opportunities, highlighting O'Brien's journey to YouTube success and the balance of creativity and investment savvy in the digital age.
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Amazon's Impressive Q2
- Amazon's Q2 earnings were impressive, with significant growth in AWS and advertising.
- These two segments alone are on pace for $104B in revenue, excluding retail and Prime.
Cloud Market Growth
- The cloud market is experiencing ridiculous growth, with AWS, Azure, and Google Cloud leading.
- Despite large numbers, these companies maintain impressive growth rates, making the category highly competitive.
AWS vs. Azure and Google Cloud
- Jason recounts AWS's early arrogance and favoritism towards Y Combinator companies.
- He shifted to Microsoft and Google, praising their generosity to startups and predicting a future of cloud independence.