Phaetrix (@phaetrix): "Everyone repeats the same line about Amazon: “AWS dominates cloud.” True. But Azure grew 29%. Google Cloud grew 35%. AWS grew 20%. Leadership looks different when you’re spending the most— and growing the slowest. I dug into that here: https://phaetrix.substack.com/p/amazo…"

Everyone repeats the same line about Amazon:

“AWS dominates cloud.”

True.

But Azure grew 29%. Google Cloud grew 35%. AWS grew 20%.

Leadership looks different when you’re spending the most—

and growing the slowest.

I dug into that here:

AMAZON (AMZN): At 33× earnings, the most expensive treadmill on Earth

Mar 20

10:30 PM