<p>I've written before about investing in "shovel manufacturers" - NVIDIA, energy, infrastructure (<a href="https://t.me/rvnikita_blog_chat/11585">https://t.me/rvnikita_blog_chat/11585</a>;). But there's another layer that could take off.</p>
<p>With the rise of vibe coding, soon everyone will be able to create their own website, app, or service in just two clicks. Cursor, Replit, Claude Code - all of this is lowering the entry barrier to zero. What will happen when millions of people start creating their projects?</p>
<p>All of this needs to be hosted somewhere. Cloud providers - Amazon (AWS), Microsoft (Azure), Google Cloud - will be raking in money from every new service. It doesn't matter if the project takes off or not - they'll pay for hosting anyway.</p>
<p>A classic story of the gold rush: miners went broke, while Levi Strauss sold them jeans and became a billionaire.</p>
<p>P.S. This is not an investment recommendation.</p>
<p>#investing #cloud #aws #azure #ai</p>
<p><a href="https://t.me/+OvImEUmA7W5mYTRi">βββββββββ ΠΡΡΠ»ΠΈ Π Π²Π°ΡΠ΅Π²Π° βββββββββ</a></p>