This is from Amazon's latest earnings call when Andy Jessy was asked why they aren't growing as much as there competitors
"I think if you look at what matters to customers, what they care they care a lot about what the operational performance is, you know, what the availability is, what the durability is, what the latency and throughput is of of the various services. And I think we have a pretty significant advantage in that area."
also
"And, yeah, you could just you just look at what's happened the last couple months. You can just see kind of adventures at some of these players almost every month. And so very big difference, I think, in security."
I get your point; however, companies can use the equity to raise capital. In most tech companies, this happens through heavy share-based compensation or M&A activities, or better borrowing capacity. I will acknowledge this won't be as huge as the 2 trillion.
"I think if you look at what matters to customers, what they care they care a lot about what the operational performance is, you know, what the availability is, what the durability is, what the latency and throughput is of of the various services. And I think we have a pretty significant advantage in that area." also "And, yeah, you could just you just look at what's happened the last couple months. You can just see kind of adventures at some of these players almost every month. And so very big difference, I think, in security."