I'm not sure if this helps or hurts Tim's assertions (not mentioned in this piece, but from context he wants AWS to be spun off into a separate company). if AWS' share is so high, would AMZN shareholders approve a spinoff? does it matter since they get ownership of new-AWS anyway? unclear
whatever it is I think Tim has a research agenda here and we shouldn't be surprised to see him come up with a more forceful blogpost on the topic soon.
whatever it is I think Tim has a research agenda here and we shouldn't be surprised to see him come up with a more forceful blogpost on the topic soon.