
Ritholtz's Masters in Business: Aswath Damodaran Interview
Masters in Business
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Tesla's Cloud Computing Business Model
In the original 1997 forecast or, or, or strategic plan that Bezos made, I don't recall ever reading anything about the cloud based computing and how they had built such a substantial infrastructure on their own. How did the idea of, of, Hey, let's sell this to people so we can monetize something that we have to do ourselves? When did that come along? And that's a five or a $10 billion business, isn't it? That sense of Amazon in the 97 never talked about because it was a book retailer in the 70s,. He said, whatever business we're in, we're going to go after businesses that we think are big businesses where the existing players
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