# Cutting the cloud middleman removes Amazon's \~43% margin

- **Speaker:** Greg Osuri
- **Attribution:** attributed
- **Said:** 2024-07-22
- **Theme:** GPU Economics — https://www.gregosuri.com/predictions/gpu-economics/
- **Source:** "\[Panel\] ​“Decentralized Computing as a Business”" (Kryptoplanet\[Official\])
- **Watch at:** 00:12:17 — https://www.youtube.com/watch?v=FXMqaH_0LCg&t=737s
- **Canonical:** https://www.gregosuri.com/predictions/gpu-economics/2024-07-22-cutting-the-cloud-middleman-removes-amazon-s-43-ma-byu7/
- **Cite as:** Greg Osuri, "Cutting the cloud middleman removes Amazon's \~43% margin," "\[Panel\] ​“Decentralized Computing as a Business”" (Kryptoplanet\[Official\]), 22 Jul 2024, 00:12:17. https://www.youtube.com/watch?v=FXMqaH_0LCg&t=737s

## Quote — verbatim

> To specifically address a question about the $600 billion hole: if you think about it, Amazon makes about 43% margin on compute on average. So if you remove Amazon, you remove 43% at least.

## Context — site annotation, not spoken

Responding to the moderator's question of how decentralized compute shrinks Sequoia's $600B AI expenditure hole.