Durable Investments tells us about the current/future state of the cloud business and AWS’s interesting positioning over the next 10 years. Show Notes:01:12 - What is AWS?03:40 - What did people do before AWS?06:52 - How is AWS different compared to Microsoft/Google?12:18 - How are Microsoft and Google competing with AWS considering AWS has a significant head-start?16:23 - Google and Microsoft’s strategy for acquiring customers20:36 - Market capitalization of the total cloud market26:08 - How will the cloud business look in 2030/2035?27:17 - Biggest constraint to AWS growth29:34 - AWS is recession proof33:44 - Future upstarts and disruption 42:24 - How to approach finance as a technologist?Find Durable Investments on Twitter -  @retaoxFind Vasanth - @NextVasanthFind Faraz - @fzfromcupertinoIntro Music: “Pain is the Essence” remix by @AdiSoundsGood on TwitterDisclaimer: The content presented in this episode is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.

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