Amazon.com, Inc.
Thesis
Amazon is positioned to dominate both e-commerce and the public cloud, with significant growth potential as global companies increasingly adopt AWS. The FAA's recent $100 million annual deal with Amazon highlights the scale of opportunity, suggesting that AWS could capture a majority of global IT budgets over time.
Did it work?
inconclusive
confidence: low
The pitch is a broad, open-ended long-term growth thesis (AWS capturing a majority of global IT budgets 'over time') with no stated horizon, no price performance data, and no elapsed time since the pitch. The FAA deal is cited as already having occurred at pitch time, so no specific catalyst has since been confirmed or invalidated. Without price data or a verifiable thesis event, there is no basis to judge success or failure.