High Signal Podcasts Evidence ledger
Method
Browse
← Back to evidence

Evidence receipt / belief

Published · transcript-backed

David Rosenthal: belief

6 Sept 2022 Acquired Amazon Web Services

“One of the things that I think to most people—was to me before doing the research here—is vastly under-appreciated about AWS is people think about EC2, S3, Infrastructure as a Service, compute, storage, networking, and all that.”

— David Rosenthal

Source trail

Everything needed to verify it.

Speaker
David Rosenthal
Attribution
Verified speaker
Claim type
belief
Recorded
6 Sept 2022
Publisher
Acquired

Transcript context

…They had to have poached a bunch of Oracle salespeople, because the Amazon sales machine is a lot like the Oracle sales machine of old. Yup. Okay, let's talk about Oracle. One of the things that I think to most people—was to me before doing the research here—is vastly under-appreciated about AWS is people think about EC2, S3, Infrastructure as a Service, compute, storage, networking, and all that. True. Amazon doesn't record this. But if you Google estimates of what the most popular AWS services are, the most used ones, EC2, S3, they're juggernauts. Numbers three, four, and five are all databases. AWS is a huge database business. They have taken so much share from Oracle. While it's all related, it's infrastructure. It's also a different kind of business from infrastructure. Famously, AWS Redshift. Why is it called Redshift? Yes. For people who don't know this, there's an official Amazon talk track and then there is a real talk track. The official Amazon talk track, do you know this one, David?…

Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.

Search evidence