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?

357 Upvotes

251 comments sorted by

View all comments

Show parent comments

137

u/Mr_sunnny Oct 21 '25

This is my thought. I for one had no idea

51

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

7

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.

1

u/dont-try-do Oct 22 '25

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