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
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.