What Couch Investor said in this video:
- AI Capexpositive for stockslong-termCiting Jassy's figures, the host notes the generative AI business is growing several hundred times faster than early AWS, signaling unprecedented AI demand scale and pace.Source
- AMZNbullishlong-termThe host argues the market prices AWS as a mature cloud while its AI business reached a $25B run rate in 3 years — hundreds of times faster than early AWS — implying a mispriced second founding inside Amazon.Source