Hey, here’s my usual breakdown of Amazon's quarterly business results: tbray.org/ongoing/When/202x/20

Tl;dr: Amazon retail loses money, but AWS and Advertising emit floods of profit that cover those losses. Does this sound sane to you?

AWS’s growth is slowing but it’s still a damn fine business and should been have spun off from the retail behemoth years ago.

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@timbray AWS and Retail combination isn't as concerning as the advertising and Retail combination.

Amazon's customer obsession gets really muddled when there are two distinct customer bases that are in conflict, so serving one will hurt the other.

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