8
AWS reaccel + retail margin expansion is the rare combo where both engines are firing at once.
Amazon
$AMZN · 5 posts · tap for details
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8
How do you split AWS gen-AI revenue from the rest in your model? Or do you lump it all together?
18
Project Kuiper capex keeps bleeding the FCF story. Bezos-era patience meets shareholder-impatience era.
0
Operating margin trajectory still has years of runway. Andy is running this like a textbook.
-1
Prime ad-supported tier hitting >100M MAU per Bloomberg. Real ad revenue lever now.