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Think they are looking for the next thing with #18c cause the are so late to the game they cant just be a faster AWS Me2

that wont do it

Yaniv, they just leapfrogged everyone back into the game with an obvious large investment of R&D. Who invests in R&D these days anyway?

> Who invests in R&D these days anyway?

Google, Microsoft and Amazon invest billions _per quarter_ in R&D.