"It’s possible for both sides to be irrational!!!"
On Amazon: it's funny that when their wanna-be competitor announced a 300m capex for fulminant this year, market's reaction was the most cynical possible. Of course, Amazon can have some overcapacity for some time, but the sheer scale is so big that competitors can't get funded anymore. Shopify 2023 capex guidance is what Amazon spent in Capex during a typical week in 2021!
Maybe the promise land is a little worse? But they won't get to share it with anyone.
Switch to google meet, works great. I like the new section Headlines!