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- Rewind.ai
Cloud Infrastructure Services Market.
— App Economy Insights (@EconomyApp) October 31, 2022
$57 billion in spending in Q3 2022.
→ +24% Y/Y.
→ +30% Y/Y fx neutral.
Q3 2022 market share:
🟧 $AMZN AWS 34% (unchanged).
🟦 $MSFT Azure 21% (unchanged).
🟩 $GOOG GCP 11% (+1pp Q/Q).
Estimates by Synergy Research Group. pic.twitter.com/Et3ivoyV9D
How they make money … Great visually-engaging financial analysis by Bertrand Seguin, a 37 year old French investor, who spent 12 years at Japanese gaming company Bandai Namco explaining finance to his bosses … Sign up to his free newsletter: https://t.co/wjgChvHpPx pic.twitter.com/fSUxJmObQ1
— Peter Fisk (@GeniusWorks) October 29, 2022
My theory remains that Google keeps trying to set up a big group call to sort this out, but they can never remember which app to use pic.twitter.com/a9Xdw2vgQC
— Benedict Evans (@benedictevans) November 2, 2022