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?
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…
Until the day when ipv6-only connectivity becomes practical/commonplace. At some point ipv4 market is going to crash when they are simply not needed anymore. Of course that inflection point might still be quite far away, but I wouldn't count on ipv4 stock being a retirement fund