I think this space is hotter than ever. Hard to keep juicing profits for Wall Street when you are increasing AWS spend 5% month over month.
There are LOTS of companies spending a million a month or more on AWS.
There are LOTS of companies spending a million a month or more on AWS.
That would be $52M per year. I would guess there are under 100 companies with that kind of AWS bill and probably closer to a couple dozen with that kind of spend.