All-In with Chamath, Jason, Sacks & Friedberg
Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG
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And if you compare this to Amazon's AWS, again, these are cloud services. People can buy, compute in the cloud. AWS, if you look at those first seven years, The crack all-in research team put these side by side. Google is tracking almost identical in revenue to AWS's. Interestingly, Meta and Apple do not have a competitor here.
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