Is Amazon Losing Its Edge? What the AWS Outage Means for the Cloud Wars

Prof G Markets

Prof G Media & Vox Media

Entrepreneurship, Investing, Business

4.3 • 1.4K Ratings

🗓️ 21 October 2025

⏱️ 31 minutes

🔗️ Recording | iTunes | RSS

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Summary

Ed Elson speaks with Mark Mahaney, head of internet research at Evercore ISI, about what the AWS outage reveals about Amazon’s role in the cloud space and what’s next for the stock. Then Ed is joined by Maurice Obstfeld, senior fellow at the Peterson Institute for International Economics, to check in on the economic impact of tariffs since Liberation Day. Check out our latest Prof G Markets newsletter Order "The Algebra of Wealth" out now Subscribe to No Mercy / No Malice Follow Prof G Markets on Instagram Follow Ed on Instagram and X Follow Scott on Instagram Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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