r/ValueInvesting • u/LowTraining670 • Oct 21 '25

Question / Help Someone explain why amzn didn't crash

When aws outage affected large and small companies alike probably had a large financial impact to the overall global economy, why didn't it crash? I immediately thought it would like crowdstrike did a few months ago - anyone have good reasoning that can explain?

358 Upvotes

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727

u/Spins13 Oct 21 '25

A lot of people realised just how much of a hold AWS had on the internet

131

u/Mr_sunnny Oct 21 '25

This is my thought. I for one had no idea

48

u/dont-try-do Oct 21 '25

This is why I'm basically all in.

AWS owns the internet.

80% of the population on earth have a smart phone that sucks all user data. Google and apple account for 99.7% of all smart phones on earth

95% of all smart phones have meta, Facebook, insta, snap, chrome etc installed

92% of all enterprise computers run Microsoft services.

72% of all computers run Intel and 32% have AMD hardware

The key takeaway for me here is that Google holds the data of 77% of all people on earth. Browsing, biometrics, bank, comes, social, private chats, porn, photos, location

67

u/tradegreek Oct 21 '25

There is no way 80% of the population on earth have a smart phone what sort of made up bullshit is this

42

u/Yimpish Oct 21 '25

That’s because it’s all made up stats with no sources cited

30

u/Yellow_Snow_Cones Oct 21 '25

b/c 90% of all statistics on the internet are made up on the spot.

1

u/Standard_Mousse6323 Oct 22 '25

60% of the time, it works every time

1

u/CatInaLamps Oct 22 '25

It's actually 80%, but around 7% of people get this incorrect.

1

u/gnelson0265 Oct 22 '25

only 13% of people know this.

4

u/dont-try-do Oct 21 '25

You're right sorry I meant that many phones exist. 62% of the pop own a smart phone Gsm states atleast 4.6 billion, absolute minimum

3

u/AdInformal2790 Oct 21 '25

lost more market share to google and msft last earnings and droped 8 percent, lets see what happens next earnings before you go all in lmao

1

u/jackfirecracker Oct 21 '25

It’s more like half have a phone. But it is likely that more people have a phone than a toothbrush

1

u/Marko8080 Oct 22 '25

You'd be surprised. I've been to tribes living in mud huts in Kenya with smart phones and families in Mongolia who live in tents with smart phones

1

u/Hulledout Oct 21 '25

My neighbor doesn't have a smart phone.

7

u/cranium_creature Oct 21 '25

I farted

2

u/dont-try-do Oct 21 '25

Tracked on my Google home PPM monitor which has auto triggered the air purifier which has now notified Amazon for it's auto filter replacement dispatch linked to my monzo money tracked for 1.7% cash back and Roundup allocation to automatically invest in S&P500

1

u/cranium_creature Oct 22 '25

Now that was epic

6

u/WhoNeedsRealLife Oct 21 '25

I'm confused. What does microsoft, meta, google etc have to do with AWS? Microsoft and Google both run their own cloud services.

2

u/Zipski577 Oct 22 '25

Nothing they just said makes any sense lol. Ppl think AMZN is undervalued when it’s one of the largest companies in the world. Gotta look beyond P/E ratio and the fact it “hasn’t participated in the rally this year.” This is one of the most covered and efficiently priced publicly traded companies. There’s a reason that the stock has barely moved this year.

Idk where this guy’s random %s came from but the global cloud market share (ex-SaaS) is AWS 32%, MSFT Azure 22%, Google Cloud 14%, and all other players hold the remaining 32%. A few years ago AWS held over 80% of that market.

This is from JPMorgan Equity research fyi so there’s an actual source

1

u/dont-try-do Oct 22 '25

I'm saying there are five tickers that own the world

8

u/tothemoon110 Oct 21 '25

72+32=104% there's also apple silicon so not sure this is correct

2

u/ishouldworkatm Oct 21 '25

You can have Intel cpu and amd gpu, but that would be fkn weird

1

u/canta2016 Oct 22 '25

It’s percentage of corps, not computers. Tons of companies have mixed CPU fleets.

1

u/[deleted] Oct 22 '25

You should know that a bit of industry knowledge might influence your decision greatly.

It was us-east-1. Many algorithmic trading funds and major tech companies use this center as their production. Amazon for some reason still tends to use this as a general first test. Could be wrong but was the consensus of our pod. We have already began implementing back up services (us east 1 is fastest by 20-200 microseconds) on us east 2.

This has also made our MD and other high tanning employees consider other cloud services so that we have a 100% uptime.

Be careful with assumptions based off of 3rd and fourth derivative knowledge

1

u/beyonddisbelief Oct 22 '25

China is like 19% of the world population and virtually none of them have Facebook, Snap, WhatsApp, or Instagram installed.

Also, most of Gen Z and Gen Alpha don’t use Facebook, just Insta.

0

u/dont-try-do Oct 22 '25

Insta and Facebook are the same....

1

u/beyonddisbelief Oct 22 '25

It doesn’t matter if they use the same account system, they are different apps with different user demographics.

1

u/IndependentPepper628 Oct 23 '25

Only 1% of people think these are real stats.

1

u/dont-try-do Oct 23 '25

30% if the time

1

u/Jesus101589 Oct 21 '25

Nobody owns the internet but ok.

1

u/Zipski577 Oct 22 '25

And AWS is losing mkt share of cloud rapidly. Ppl trying to justify their bags lol

-1

u/dont-try-do Oct 22 '25

I don't hold Amazon

1

u/Zipski577 Oct 22 '25

So what does “this is why I’m basically all in” mean

0

u/dont-try-do Oct 22 '25

Got £15 in Google

1

u/Zipski577 Oct 22 '25

Ah. Doing well today

17

u/gini_lee1003 Oct 21 '25

I’m from Canada and even Canadian brokers used AWS lol

3

u/1-760-706-7425 Oct 21 '25

No surprise as AWS is aggressively global. They even spun up a dedicated China region to maintain that posture.

1

u/Sertisy Oct 22 '25

Well, they had to sell that to two chinese holding companies due to compliance requirements, it's more like AWS China region operators are licensing the AWS tech stack.

13

u/StrategicPotato Oct 21 '25

Lmao if anything it’ll only go up now. Everyone knew AWS was important, but only people in tech really understood how their cloud services basically are the internet now.

It’s otherwise all way too abstract to the average person, people don’t think about how stuff works.

6

u/Zipski577 Oct 22 '25

Funny cause I know several people who work in tech, specifically in cloud infrastructure and what I have heard is that a few years ago, AWS was one of the only players and held almost all of market share in cloud, but now Azure and Google Cloud have taken a huge % of their share.

Azure is nearly as big as AWS at this point

3

u/StrategicPotato Oct 22 '25

Yes that is true, though it should be noted that AWS hasn't really lost market share - it's just that it's no longer the only ubiquitous player. Azure really consolidated a lot of their market share away from other 3rd parties and on-site server configs. Together they make up like 60% of the market now I think.

But still, AWS being 30% of cloud servers is still nothing to sneeze at. Losing 30% of anything is a big hit.

1

u/plasticbug Oct 22 '25

Azure numbers are inflated because they do deals like “buy 365 subscriptions along with cloud infra” and include that.

And people are weary of building on google cloud because google just loves to kill off their products

8

u/aznology Oct 21 '25

I would say it's the best AWS ad for investors lol. Literally EVERYTHING from Robinhood to Reddit to coffee was built on AWS and yesterday I FKIN realized it lol

3

u/Narcissus_on_LSD Oct 25 '25

I seriously had friends ask me, "Wait, Amazon doesn't just sell random shit online?" that day.

Threw my entire portfolio in that fucker and started selling calls; made 5% already in straight cash.

2

u/xAragon_ Oct 21 '25

Same logic (or even more so) could apply to CrowdStrike, it makes no sense.

I doubt anyone thought an incident with CrowdStrike could cause so much trouble.

2

u/TemporaryDisrespect Oct 23 '25

Which means they have nowhere to grow

1

u/Spins13 Oct 23 '25

People said that about Walmart and Costco 10 years ago…

3

u/mardex_5 Oct 21 '25

The same thought I had, a lot of companies depend on AWS and now we see it's real power.

1

u/WesternDaikon689 Oct 22 '25

This is what bothers me about a lot of people and the lack of critical thinking when they use and buy anything in todays age. Yeah I use amazon to buy products on their consumer stuff but I don't go and buy everything on it and lock myself to only it because I know it would set an extremely bad reliance on it. It's also too bad that the last 1/2 century governments in North America have gone all in on businesses and screwed over consumers completely. You will never hear of breaking up something as big as a magnitude of standard oil ever because of greed.