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Amazon owns more than $2B worth of IPv4 addresses

dangoldin.com

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Re: Amazon owns more than $2B worth of IPv4 addresses

#51
post #43

Earlier quoted context omitted.

Right, and if you try to buy them all, it will cost a lot more than $2B.

Yes and no. > "try to buy them all" buy all of AWS's? Then: no, it would cost less. buy from open market? Then: yes, It would cost more

I would expect it would cost more from AWS. They're not just holding them unused like a lot of organizations, they're necessary for them to continue making their $35b+ per year from AWS.

Re: Amazon owns more than $2B worth of IPv4 addresses

#53
post #10

I’m more surprised that a single IP address is worth $20 apparently than Amazon owning 100 million of them. What I wonder, is it a competitive advantage for Amazon at this point that they have so many? Phrased differently, would it benefit Amazon if the current status quo of IPv4 vs IPv6 adoption is maintained?

I've seen some VM providers charge more to get an instance with IPv4 connectivity. Amazon doesn't charge extra for that (last I looked anyway), so that's a potential advantage. IPv6 penetration is growing, but Akamai reports that even the most IPv6 networks only go to ~ 92% IPv6. So if you want to have full reach, you need IPv4, but you don't really need IPv6 (although, you may want it, some of the CGNAT systems that…

Do users on cgnat typically have cgnat ipv6 or not?

Re: Amazon owns more than $2B worth of IPv4 addresses

#54
post #7

Earlier quoted context omitted.

Yes, I think it would. Because despite the obvious business advantage they have, any would-be competitor would need IPs at a similar scale. That will either cost a ton more than Amazon has, or they simply won’t be available. I own 2048 IPv4’s myself and their value is ever increasing. Like digital real estate, without the fluctuation of crypto. But I would prefer it if IPv6 would take over IPv4, and fast, because it…

How do you own an IPv4 in perpetuity? Can they be bought in small scale, say 1-10?

Pretty sure youd have better luck purchasing a perpetual license to one from a top tier owner.

Re: Amazon owns more than $2B worth of IPv4 addresses

#55

How are we not out of IPv4 addresses already? Aren't there a billion phones out there? And probably the same number of PCs and god knows how many servers?

Sadly this means that the poorer countries give the same IP to multiple users. I’ve received a “you’re doing that too much” error after the first google search of the day on my phone in South East Asia. I don’t remember which country

That's not exclusive to poorer countries. Cellular carriers in first world countries aren't assigning a public IPv4 address to every cell phone.

Re: Amazon owns more than $2B worth of IPv4 addresses

#56
post #15

How are we not out of IPv4 addresses already? Aren't there a billion phones out there? And probably the same number of PCs and god knows how many servers?

There is a lot of NAT going on these days, and a lot of shared addresses. All those devices aren't all online at the same time. As I see it, IPv6 can't come fast enough. NAT really needs to die a death so people can actually use the internet fully, not only as a client or using hack-y work-arounds.

I want ipv6 as much as anyone, but we are not spending enough time preparing for NATs death. It's responsible for far more security than we as a collective would like to admit and there's a lot more we could be doing now to get ready.

Re: Amazon owns more than $2B worth of IPv4 addresses

#57
post #7

Earlier quoted context omitted.

Yes, I think it would. Because despite the obvious business advantage they have, any would-be competitor would need IPs at a similar scale. That will either cost a ton more than Amazon has, or they simply won’t be available. I own 2048 IPv4’s myself and their value is ever increasing. Like digital real estate, without the fluctuation of crypto. But I would prefer it if IPv6 would take over IPv4, and fast, because it…

How do you own an IPv4 in perpetuity? Can they be bought in small scale, say 1-10?

The smallest routable IPv4 network on the Internet is a /24, which is 256 addresses. Regional Internet Registries won't assign you smaller than a /24, but individual ISPs might. Even if you have an assignment, maintaining it requires payment of annual fees to your RIR, unless you're a lucky "legacy" address holder from before the RIRs were formed.

Re: Amazon owns more than $2B worth of IPv4 addresses

#58

I’m more surprised that a single IP address is worth $20 apparently than Amazon owning 100 million of them. What I wonder, is it a competitive advantage for Amazon at this point that they have so many? Phrased differently, would it benefit Amazon if the current status quo of IPv4 vs IPv6 adoption is maintained?

No, not really. If a new organization needs a large block of ip addresses, they just use IPv6. The biggest reason IPv4 persists is because deploying IPv6 can be very expensive for legacy users: new equipment, retraining, hiring. For a large organization, planning and executing such a deployment can take years. There are a lot of fresh new telecom providers in India who do not have that kind of baggage, so they chose to deploy IPv6 networks from the start for their cellular internet. You'll notice that if you're on a cellular network, even in the U.S., you will have an IPv6 address. If "the market" ever tries to price gouge for IPv4 addresses to the point where deploying IPv6 becomes the cheaper option, then organizations will just use IPv6 instead.

Re: Amazon owns more than $2B worth of IPv4 addresses

#59

I’m more surprised that a single IP address is worth $20 apparently than Amazon owning 100 million of them. What I wonder, is it a competitive advantage for Amazon at this point that they have so many? Phrased differently, would it benefit Amazon if the current status quo of IPv4 vs IPv6 adoption is maintained?

Keep in mind contiguous IPv4 addresses are worth $20. One of the few examples of “the more of them you have for sale, the more they’re worth”

More like "The larger contiguous chunk you have for sale, the more it is worth." Like diamonds, unlike gold.

Re: Amazon owns more than $2B worth of IPv4 addresses

#60
post #7

Earlier quoted context omitted.

Yes, I think it would. Because despite the obvious business advantage they have, any would-be competitor would need IPs at a similar scale. That will either cost a ton more than Amazon has, or they simply won’t be available. I own 2048 IPv4’s myself and their value is ever increasing. Like digital real estate, without the fluctuation of crypto. But I would prefer it if IPv6 would take over IPv4, and fast, because it…

How do you own an IPv4 in perpetuity? Can they be bought in small scale, say 1-10?

From what I understand, the problem is in routing them. If you could buy a single IP address then all the routers need to keep a record of where that IP address goes to rather than a simple rule of this whole block goes out port 5
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