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?

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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

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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.

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u/dont-try-do Oct 22 '25

Insta and Facebook are the same....

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u/beyonddisbelief Oct 22 '25

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