Mostly Borrowed Ideas
In 1H'22

Google Cloud revenue as % of AWS revenue: 32%
Google Cloud opex as % of AWS opex: 54%

What could be the reasons for margin to be structurally different? Or can margins converge over time?

(I know Google cloud includes Workspace, so not quite apple-to-apple with AWS)
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Mostly Borrowed Ideas
Google Cloud* vs AWS

$GOOG $AMZN

*Not to confuse with GCP since Google Cloud includes Google Workspace https://t.co/u5hrG4yDh6
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Ramneek
Man! How do I stop these threads? Insane.
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Special Situations 🌐 Research Newsletter (Jay)
RT @RosannaTrades: @SpecialSitsNews @trading4degen @inside_finance Love hearing your voice of reason Jay. You are one of my favorite macro people on here. Agree with your perspective. 💫
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Jim OShaughnessy
Like Hemmingway going bankrupt:

“How did you go bankrupt?"
Two ways. Gradually, then suddenly.” https://t.co/eD8QJ86zIw https://t.co/bTT6gvetco
Extreme @jposhaughnessy tag https://t.co/MYhZLZu9bE - Dan McMurtrie
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Ethan Mollick
The right model for drug development might be venture capital. This paper shows that drug companies avoid pursuing novel & breakthrough drugs as the risks of failure are too high.

But a $15B fund investing in a portfolio of more risky drugs could earn returns and push research. https://t.co/2JIgOdIXdf
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Paras Chopra
If you want to see a person’s future, watch their actions, not their words.

Interesting thing is that this applies to oneself too - our future is shaped by our habits, not our wants.
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Jim OShaughnessy
Damn! I almost missed this.

Greetings and Salutations to my sinister brothers and sisters! 🤛🏻 https://t.co/RmryJabcJU
August 13th is International Left Handers Day - UberFacts
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Tren Griffin
https://t.co/BCpDdPY0a0 https://t.co/Lo1VtHqsiO
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Tren Griffin
Does Anyone Really Need a $500 Cooler?
https://t.co/mJr4o1K7ng

Can you spot the fake? https://t.co/8a0kam94eb
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Ramneek
RT @kukreja_abhinav: @MadThunderdome “I apologise for such a long letter - I didn’t have time to write a short one”

- Mark Twain
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Jitendra Chawla, CFA
#todaysgoodtalk

#RIPRJ

THE True Wizard of Dalal Street

Part 1
https://t.co/aVxhNUXgE7
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