305: Amazon's Cancer Vaccine, BWX Technologies, Roper 101, Disney + Trade Desk, Digital Infrastructure, James Webb Space Telescope, and Lithium Batteries
305: Amazon's Cancer Vaccine, BWX Technologies, Roper 101, Disney + Trade Desk, Digital Infrastructure, James Webb Space Telescope, and Lithium Batteries
I haven't read it yet, but that part of the discussion did seem weak and hand-wavy to me. Probably talking his book on that, wouldn't be surprised to look at his investment portfolio and see a bunch of companies that compete with the hyperscalers...
Enjoyed the Martin Casado pod but couldn't take him seriously after he talked about being co-author on this. https://a16z.com/2021/05/27/cost-of-cloud-paradox-market-cap-cloud-lifecycle-scale-growth-repatriation-optimization/
I remember when it came out last year, thinking how bad it missed the mark.
I haven't read it yet, but that part of the discussion did seem weak and hand-wavy to me. Probably talking his book on that, wouldn't be surprised to look at his investment portfolio and see a bunch of companies that compete with the hyperscalers...
It got a fair bit of attention last summer. Let us know if you do end up reading it. I would recommend your time be allocated elsewhere FWIW.
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