“We now shipped 1.5, 1.67 billion units… it's the only computing architecture that's in every cloud, every computer company”
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Said on BG2Pod with Brad Gerstner and Bill Gurley
The Pomp Podcast · How to Spot the Next Big Trade Before Wall Street | Chris Camillo
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spent 100+ hours researching every data point on Amazon, cloud computing, compute prices, and management cues before trading Amazon options on earnings
$10 million profit in one day; 100+ hours of research; 10% of liquid net worth risked
“We now shipped 1.5, 1.67 billion units… it's the only computing architecture that's in every cloud, every computer company”
“We see it's highly competitive ... we try to win on Amazon ... we price it for Amazon ... we position consumables for retail”
“When Shake Shack went public, 100% of all the employees ... were given the opportunity to buy the stock at the strike price, which at that time was $21 and then every manager was given stock options and unlike the rest of us, they were not locked up.”
“We have a BAA with Amazon related to HIPAA data and Amazon has a way for us to pay a little extra money and then we get to access all those models inside of Amazon”
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