Great content! Thanks! Have you considered covering the China Cloud Industry (Alibaba Cloud, Huawei, Tencent Cloud, GDS)? Would we great as a comparison to AWS, Azure, etc. Also there could be many interesting investing opportunities. Thanks again for the great conten
The value accretion is going to be in cost cutting efficiencies. That’s what business can underwrite. That’s what I’m investing in.
Great content! Thanks! Have you considered covering the China Cloud Industry (Alibaba Cloud, Huawei, Tencent Cloud, GDS)? Would we great as a comparison to AWS, Azure, etc. Also there could be many interesting investing opportunities. Thanks again for the great conten