[pgwhalen]

> They literally don’t have the cash to do it.

I don’t understand this? Amazon is a profitable company, on the scale of tens of billions of dollars per quarter. They very literally do have the cash.

Am I missing some subtlety in their financial reporting?

[MrDarcy]

They have 86.8 B cash but are going to spend 200 B this year.

[pgwhalen]

What is that spend compared against though? They already spend hundreds of billions of on various things in a year, but what is the marginal spend?

When you present these numbers alongside each other, you imply that they will go from making ~$20b/quarter to losing ~$30b/quarter, which is not plausible to me.

[awesome_dude]

Yeah, a quick Google tells me that Amazon is holding 123 Billion in cash and marketable securities