Steve Kamman
@stevekamman.bsky.social
"there can still be no doubt about the task confronting us at present: the ruthless criticism of Everything Existing" - :-p
Why is $NET always expensive? See exponential growth of comparable AWS. Apply AWS' 2015-2025 growth rates starting in '28 after NET’s $5b revenue guide. AWS grew 59% CAGR in 5y - $8B to $45B. 29% CAGR over 10y to $130B. Smaller, earlier Cloud market back then. AWS actual = green line. 🤔 YMMV
August 13, 2025 at 5:47 PM
Why is $NET always expensive? See exponential growth of comparable AWS. Apply AWS' 2015-2025 growth rates starting in '28 after NET’s $5b revenue guide. AWS grew 59% CAGR in 5y - $8B to $45B. 29% CAGR over 10y to $130B. Smaller, earlier Cloud market back then. AWS actual = green line. 🤔 YMMV
Bluesky now has over 10 million users, and I was #3,385,137!
September 25, 2024 at 4:44 AM
Bluesky now has over 10 million users, and I was #3,385,137!