I think AWS is big enough to stand on its own. Don’t be surprised if it does get spun off anyway within the next 3-4 years.
“I think AWS is big enough to stand on its own.”
no question about it ... i think it’s bigger than the next three biggest cloud platforms in the U.S. put together, or at least it was a year ago when i last checked.
“Don’t be surprised if it does get spun off anyway within the next 3-4 years.”
the problem with doing that though i think, is that amazon.com itself has hardly ever been profitable on its own, and so i think it’s amazon.com that wouldn’t be able to stand on its own ... plus, i suspect the billions amazon spent in the last few months to build amazon delivery practically overnight must have come from AWS profits ...