Even though I think AWS will be the dominant player for the next decade, Alibaba has the most potential over the next 5 years for explosive growth. Plus their influence in Africa. AWS and Azure will continue to grow rapidly, GCP will either fizzle out into another failed Google project or become the go to cloud provider for startups.
AMA
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I’m a professional coaster AMA
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Worried that our top performer is an attrition risk. How do managers handle this?
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Tiktok ban still unlikely?
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Avoid teams with only Chinese or Indians especially with a Chinese/Indian manager
Cloud is not the main business for a few of these companies. For instance, even if I'm not in love with GCloud, I think GOOG is a very safe bet for the next 5 years.
Any of the BECKY stocks will make you more money than the growth rate of the S&P500
BECKY?
Lululemon, Target, Peleton. Any brands that are bought by American white women. This is a /r/wallstreetbets meme.
BECKY ?
Why is Alibaba included?
Ali cloud will be dominant in mainland China and if you have mainland China you’ll get Africa when the infrastructure is in place
How is Africa even relevant?
ServiceNow
Imagine leaking all of your internal data to the Chinese.