S3E5: Amazon AWS the giant of cloud compared to Microsoft Azure and the often forgotten Google GCP
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Amazon Q4: AWS’ Annualized Revenue Run Rate Hits $71B https://www.crn.com/news/cloud/amazon-q4-aws-annualized-revenue-run-rate-hits-71b https://twitter.com/QuinnyPig/status/1488233622934933504 https://twitter.com/cloudpundit/status/1488248066389983232 https://twitter.com/benedictevans/status/1489350978642100230 ⬆️ 20B Jeff Bezos ⬇️ 30B Mark Zuckerberg Alphabet Q4 Earnings: Google Cloud Revenue Jumps 45 Percent https://www.crn.com/alphabet-q4-earnings-google-cloud-revenue-jumps-45-percent https://twitter.com/munster_gene/status/1488646948835905536 https://abc.xyz/investor/static/pdf/2021_Q4_Earnings_Transcript.pdf (page 15) The Apple effect. Is Facebook/Meta in trouble? Slowing sales: Meta revenue hit $33.7B in the last quarter but its guidance for Q1 2022 ($27-$29B) was below expectations The Apple effect: New changes to iPhone’s privacy policy will cost Facebook’s ad business an estimated $10B this year High-value users (e.g., US coastal) are leaving Facebook and going to TikTok M&A options are off the table due to antitrust scrutiny Founders are choosing not to work at Meta, which means it can’t build new products AI Insurance Company Faces Class Action for Use of Biometric Data https://www.jdsupra.com/legalnews/ai-insurance-company-faces-class-action-7991163/ Recommendations Dominic Vinegar - Tube Cleaner https://apps.apple.com/app/vinegar-tube-cleaner/id1591303229 Follow the show on Twitter @Roll4Enterprise or on our LinkedIn page. Theme music by Renato Podestà. Please send us suggestions for topics and/or guests for future episodes!
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