Interview: Ali Ghodsi, Databricks CEO- This was really good. Ali telling his story about his life. And, the Q&A that they get into regarding hiring and tech company decisions. I own Snowflake [Databricks competitor], but I am now a HUGE Ali Ghodsi fan!

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Working Age Populations, Demography- COOL GRAPH! I would love to hear/read someone provide a narrative around what the graph is telling us and more importantly, Why. I understand it on the surface, but why are the trends happening? And, I think there is a little statistics on statistics going on there. It is not a criticism, just me loving number clarity. It is looking at changes in rates of change. [I think.]

Put differently for example- Why is the data forecasting that the US continues to go up, and China is going down? I don't know if I was expecting that.

Smart people come rescue me with an attempt at an explanation. I will not hold you to it. We can call it a straw-person narrative.

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Aug 4, 2021Liked by Liberty

Re: AWS, Azure, GCP spin. I would love to hear your thoughts on the matter. I could guess, but much prefer to hear your answers to the questions you posed.

As an aside, you have noted previously that AWS does not receive the attention it deserves since Amazon is seen as an ecommerce retailer first. In your Amazon earnings highlights, AWS received only two lines of attention. This is not a criticism, merely an observation and possible explanation for why AWS feels like value hiding in plain sight.

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As George Carlin put it: “Think of how stupid the average person is, and realize half of them are stupider than that!”


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