AWS is estimated to make $400M to $1B with the new IPv4 charge
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Re: AWS is estimated to make $400M to $1B with the new IPv4 charge
#2What's interesting to me is that they always had this cost, but in the past it was always baked into the cost of anything that used a public IP (namely EC2).
The prices for IPv4 addresses finally got so high that they had to break it out into a separate charge because otherwise it would be too much to bake into the cost of everything. I also completely believe them when they say they are doing it to force people to be more intentional about their use of public IPv4.
And of course it's a great way to get people to move to IPv6, since those are still "free" (in quotes because those prices are still baked into the things that support them).
Re: AWS is estimated to make $400M to $1B with the new IPv4 charge
#3> So the approximate value of Amazon's IPv4 estate today is about:
$4.6 Billion dollars!
> AWS will likely make anywhere between $400 Million and $1 Billion dollars a year with this new IPv4 charge!
In other words, it's not clear AWS is "making" anything at all. It might take them over 10 years to pay back the cost of what it would take to acquire them today.
Now I assume Amazon is making some level of profit on them, but the article seems to confuse income with profit. "Making" money is generally understood to mean profit, not income.
Re: AWS is estimated to make $400M to $1B with the new IPv4 charge
#4> So the approximate value of Amazon's IPv4 estate today is about: $4.6 Billion dollars! > AWS will likely make anywhere between $400 Million and $1 Billion dollars a year with this new IPv4 charge! In other words, it's not clear AWS is "making" anything at all. It might take them over 10 years to pay back the cost of what it would take to acquire them today. Now I assume Amazon is making some level of profit on them…
> Now I'm sure Amazon is making some level of profit on them, but the article seems to confuse income with profit. "Making" money is generally understood to mean profit, not income.
Common clickbait tactic, hence avoiding the use of falsifiable terms like net income or profit.
Re: AWS is estimated to make $400M to $1B with the new IPv4 charge
#5Jeez. Eventually someone is going to break down and invent a new IP solution that doubles the number of addresses that we have now.
I mean if I were doing it, I'd probably make it more like 1,028 times bigger but maybe it would present as hubris. Addresses would be so plentiful they'd basically be free.
And since I am using magic to do all of this, I'd invent it over 20 years ago, so that it'd have been decades since we were still talking about it.
Re: AWS is estimated to make $400M to $1B with the new IPv4 charge
#6If Google just banked $3B by extending their server depreciation schedule, imagine how much more profitable AWS would be if they also did the same.
https://news.ycombinator.com/item?id=39199841
I wouldn't be surprised if AWS are holding back on implementing this financial change for a future raining day quarter ... because it'd have a bigger impact than IPv4 billing.
Re: AWS is estimated to make $400M to $1B with the new IPv4 charge
#7Jeez. Eventually someone is going to break down and invent a new IP solution that doubles the number of addresses that we have now. I mean if I were doing it, I'd probably make it more like 1,028 times bigger but maybe it would present as hubris. Addresses would be so plentiful they'd basically be free. And since I am using magic to do all of this, I'd invent it over 20 years ago, so that it'd have been decades since…
So what's taking you so long?!
Re: AWS is estimated to make $400M to $1B with the new IPv4 charge
#8Jeez. Eventually someone is going to break down and invent a new IP solution that doubles the number of addresses that we have now. I mean if I were doing it, I'd probably make it more like 1,028 times bigger but maybe it would present as hubris. Addresses would be so plentiful they'd basically be free. And since I am using magic to do all of this, I'd invent it over 20 years ago, so that it'd have been decades since…
So what's taking you so long?!
time travel machine mvp is taking a bit more than planned
Re: AWS is estimated to make $400M to $1B with the new IPv4 charge
#9Jeez. Eventually someone is going to break down and invent a new IP solution that doubles the number of addresses that we have now. I mean if I were doing it, I'd probably make it more like 1,028 times bigger but maybe it would present as hubris. Addresses would be so plentiful they'd basically be free. And since I am using magic to do all of this, I'd invent it over 20 years ago, so that it'd have been decades since…
You could do that, and if you did, I think you'd find a lot of success with your new solution, as people the world over would switch to using it.
Just make sure you make it as user-friendly & functional as its predecessor and don't stuff a whole bunch of nonsensical half-baked features into it. Otherwise, people may have no choice but to keep using the older solution.
Re: AWS is estimated to make $400M to $1B with the new IPv4 charge
#10Jeez. Eventually someone is going to break down and invent a new IP solution that doubles the number of addresses that we have now. I mean if I were doing it, I'd probably make it more like 1,028 times bigger but maybe it would present as hubris. Addresses would be so plentiful they'd basically be free. And since I am using magic to do all of this, I'd invent it over 20 years ago, so that it'd have been decades since…
IPv5 xxx.xxx.xxx.xxx.xxx for the win! /s