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2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Jan 2, 2019 by Benedict Evans · across every show →
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Jan 2, 2019 neutral
Evans: Assessing Amazon's net income is like summing a VC fund's P&Ls
“To look at the profitability of Amazon, it's a bit like looking at our firm. And saying, okay, well let's add up the P and L of all of the companies that we've invested in. And is it positive or negative? And I don't think that would tell you anything meaningf…”