如何寻找超级成长股？世界首富24封股东信“吐露天机”：现金流比利润更重要(25)

Amazon Web Services is another example。 With AWS， we‘re building a new business focused on a newcustomer set … software developers。 We currently offer ten different web services and have built a community of over 240,000 registered developers。 We’re targeting broad needs universally faced by developers， such as storage and compute capacity—areas in which developers have asked for help， and in which we have deep expertise from scaling Amazon.com over the last twelve years。
We‘re well positioned to do it， it’s highly differentiated， and it can be a significant， financially attractive business over time。
在大公司，从小种子培养新生意是困难的，因为新生意需要耐心和培育。与众不同的亚马逊文化可以培育具有巨大潜力的新业务，我相信这也是我们竞争力的源泉。
In some large companies， it might be difficult to grow new businesses from tiny seeds because of the patience and nurturing required。 In my view， Amazon‘s culture is unusually supportive of small businesses with big potential， and I believe that’s a source of competitive advantage。
在我们的经验里，如果一个新的生意一开始很火爆，还需要3到7年才能在经济上对公司产生有意义的影响。我们可以在我们的国际业务、早期的非媒体业务和我们的第三方销售平台上看到这样一个时间框架。今天国际业务占到我们销售的45%，第三方销售平台收入占到了销售的28%。