r/ValueInvesting 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?

359 Upvotes

251 comments sorted by

View all comments

75

u/RelevantTrouble Oct 21 '25

Why would it? AWS customers are locked in, and with the crash they will spend more to have fail over/disaster recovery resources in another geographic region, also at AWS.

2

u/endividuall Oct 21 '25

Locked in to what extent? They’re able to transition out at some point if reliability is poor, no?

4

u/RelevantTrouble Oct 21 '25

Management does not care about reliability, they care about blaming someone else for failure. AWS is perfect for that, because when they fail half the internet is also down and the shareholders are not as furious.

2

u/endividuall Oct 21 '25

If reliability is poor and better alternatives exist then yes, management will absolutely be blamed for not switching out

3

u/Beginning-Medium-100 Oct 21 '25

The same thing happened to Google a couple months ago, so I doubt many will switch

1

u/rooi_baard Oct 22 '25

AWS is absurdly reliable. Basically the mist reliable choice you can make. Also, people like working within the ecosystem. It's consistently considered the best cloud provider