By this argument WeWork is AWS but for office space, which makes it a *great* business. Accounting for servers is a PITA and lots of people would prefer to pay for it as opex rather than capex; maybe that's true of real estate toohttps://www.bloomberg.com/opinion/articles/2019-09-03/buy-a-little-bit-of-basketball …
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To be fair we could now maybe use an entire department that did nothing but deal with AWS, but if we had it would be so much higher leverage
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