S3E5: Amazon AWS the giant of cloud compared to Microsoft Azure and the often forgotten Google GCP

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/

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Dominic

Vinegar - Tube Cleaner

https://apps.apple.com/app/vinegar-tube-cleaner/id1591303229

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