I Found Amazon's Future on Reddit 🔮
27 segments
One of my biggest trades, this is beyond
the 2 million part, AWS for Amazon.
They're like, "Well, how do you know
that AWS, you know, cloud computing was
popping before everyone else did?" I was
like, I found technology forums on
Reddit where developers were talking to
each other. And I would go in those
forums and I would monitor what they
were talking about. There was this
moment in time that lasted for like
about 18 months when there was an
explosion of conversation about cloud
computing. And all of these developers
who were working at all the biggest
companies in the world were all
basically saying, "Hey, we're going to
start migrating to the cloud." And so I
placed an insanely large bet on Amazon
because I knew this is going to be a
game-changing moment for them. And
listen, like that's a social arb trade.
Like I wasn't tracking the popularity of
a fashion or a consumer brand, which is
a lot of what I do. I was monitoring the
adoption of cloud computing amongst tech
guys in dev forums on Reddit.
Ask follow-up questions or revisit key timestamps.
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.
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