jamessheen.com
Unbundling AWS
Over the past year, I have spent a lot of time digging into cloud infrastructure and technical tools as a space for investing. One of the emergent behaviors of technology trends is the accelerating advantage of being a winner, played out with network effects or scale effects (or both!). Since its mid-2000’s launch, AWS has obviously become a juggernaut, growing so quickly and throwing off so much cash that even Amazon can’t put it to work fast enough (!). Getting a new software product to market has never been as cheap or fast as it is today, despite the fact that the surface area of in-depth knowledge required to build high-performing software has never been higher.
Taylor Clauson