That HAS to be why we're paying them the big bucks!
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If you are asserting that this is due to rise of cloud computing, The other cloud vendors have hardly benefited from this trend. Which other large cloud vendor 7xed their revenue and profits.
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I'm not asserting any case for any causation. Just that assigning credit to the CEO based on what the tweet laid out as a case is extremely dubious.
End of conversation
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