Interesting comparison regarding Sea, Ltd. and Amazon. A couple things (among many others) that Amazon developed that transformed them into the beast they became today: Amazon Web Services (AWS), and Amazon Prime. Sea, Ltd. doesn’t have either of these, but for Amazon they are now MASSIVELY profitable parts of their business.
What will Sea, Ltd. come up with to rival Amazon’s AWS and prime subscription revenue?
Interesting comparison regarding Sea, Ltd. and Amazon. A couple things (among many others) that Amazon developed that transformed them into the beast they became today: Amazon Web Services (AWS), and Amazon Prime. Sea, Ltd. doesn’t have either of these, but for Amazon they are now MASSIVELY profitable parts of their business.
What will Sea, Ltd. come up with to rival Amazon’s AWS and prime subscription revenue?
Thanks,
Dave
Enjoyed the analysis on ARK vs Chris. Definitely support your view.
Great memo once again!