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AMZNBULLISHIn depth · 4/5

Cloud computing as a dynamic S-curve

The guest described cloud computing as a 'dynamic S-curve' that was initially underestimated, as it consolidated multiple traditional IT markets ($600B) and proved to be less deflationary than expected, extending its growth runway.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE