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I think it was "the amount needed during normal periods" vs. "the amount needed during the one extremely busy month of the year".

They realised other people will have this problem (maybe at different times), and they already had the technology.

Granted its easy to speculate with hindsight.

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So much this. A commerce company needs peak compute in December and tax companies in March, so why not share server farms? If you extend that idea to a business model, you make a normally internal cost center into an external facing revenue generator.

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