Is Amazon Losing Its Edge? What the AWS Outage Means for the Cloud Wars
Ed Elson speaks with Mark Mahaney, head of internet research at Evercore ISI, about what the AWS outage reveals about Amazon’s role in the cloud space and what’s next for the stock. Then Ed is joined by Maurice Obstfeld, senior fellow at the Peterson Institute for International Economics, to check in on the economic impact of tariffs since Liberation Day.
Check out our latest Prof G Markets newsletter
Order "The Algebra of Wealth" out now
Subscribe to No Mercy / No Malice
Follow Prof G Markets on Instagram
Follow Ed on Instagram and X
Follow Scott on Instagram
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Check out our latest Prof G Markets newsletter
Order "The Algebra of Wealth" out now
Subscribe to No Mercy / No Malice
Follow Prof G Markets on Instagram
Follow Ed on Instagram and X
Follow Scott on Instagram
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Press play and read along
Transcript
Transcript is processing—check back soon.
Prof G Markets — Is Amazon Losing Its Edge? What the AWS Outage Means for the Cloud Wars
