“Apple spends more than $30 million a month on Amazon Web Services” This will ballon to more $1.5 billion in 5 years. I said AWS will become the “Internet tax” in 2006 after the relaunch in a report. It is interestingly see how this has played out.https://www.cnbc.com/2019/04/22/apple-spends-more-than-30-million-on-amazon-web-services-a-month.html …
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Replying to @BrianRoemmele
Apple+ is a huge win for the cloud provider, I'm not sure if AWS or GC will be the lucky ones. Based on this, it sounds like AWS.
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Replying to @jdanielcook
Daniel, exactly. I think it is AWS and it is so ironic how Apple has allowed larger cloud, AI and Voice segments to go to Amazon. I think in the end Amazon will make more revenue from AppleTv+ than anyone.
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Replying to @BrianRoemmele
I think TV+ for Apple it will be a marginal profit at best but AWS gets paid regardless.
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Replying to @jdanielcook
Daniel, indeed I am certain it is AWS. Amazon gets paid even if you are not Prime.
9:52 AM - 22 Apr 2019
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