HomeVideos

I Found Amazon's Future on Reddit 🔮

Now Playing

I Found Amazon's Future on Reddit 🔮

Transcript

27 segments

0:00

One of my biggest trades, this is beyond

0:02

the 2 million part, AWS for Amazon.

0:05

They're like, "Well, how do you know

0:06

that AWS, you know, cloud computing was

0:09

popping before everyone else did?" I was

0:11

like, I found technology forums on

0:13

Reddit where developers were talking to

0:16

each other. And I would go in those

0:18

forums and I would monitor what they

0:20

were talking about. There was this

0:22

moment in time that lasted for like

0:24

about 18 months when there was an

0:26

explosion of conversation about cloud

0:29

computing. And all of these developers

0:31

who were working at all the biggest

0:33

companies in the world were all

0:34

basically saying, "Hey, we're going to

0:36

start migrating to the cloud." And so I

0:38

placed an insanely large bet on Amazon

0:41

because I knew this is going to be a

0:42

game-changing moment for them. And

0:45

listen, like that's a social arb trade.

0:47

Like I wasn't tracking the popularity of

0:50

a fashion or a consumer brand, which is

0:52

a lot of what I do. I was monitoring the

0:55

adoption of cloud computing amongst tech

0:57

guys in dev forums on Reddit.

Interactive Summary

Der Sprecher erklärt, wie er durch das Beobachten von Entwickler-Foren auf Reddit einen massiven Anstieg beim Cloud-Computing frühzeitig erkannte. Diese Erkenntnis nutzte er für eine sehr erfolgreiche Investition in Amazon, da er die Migration der großen Unternehmen in die Cloud antizipierte.

Suggested questions

2 ready-made prompts