StarZero All shows Try the podcast clipper →

Amazon Web Services

also referred to as: aws

part of Amazon

41 statements across 40 episodes · 14 bullish · 6 bearish · 34 people on the record · first statement Dec 9, 2015 by David Teten · said 287 times in 166 episodes since 2015 · across every show →

Mentions by year

brought up most by Harry Stebbings (51), Rory O'Driscoll (11), Everett Randle (7), Linda Lian (6), Byron Deeter (6), Tomasz Tunguz (5), Mike Cannon-Brookes (5), Steeve Morin (4)

tap a year for its mentions
00502010040201520162017201820192020202120222023202420252026episodesmentions
02040201520162017201820192020202120222023202420252026episodes it came up in
001.520340201520162017201820192020202120222023202420252026episodesmentions per episode
2026 48 mentions in 33 episodes 1 per episode
2025 88 mentions in 32 episodes 3 per episode
2024 33 mentions in 23 episodes 1 per episode
2023 32 mentions in 18 episodes 2 per episode
2022 10 mentions in 10 episodes 1 per episode
2021 14 mentions in 5 episodes 3 per episode
2020 12 mentions in 7 episodes 2 per episode
2019 7 mentions in 6 episodes 1 per episode
2018 11 mentions in 7 episodes 2 per episode
2017 21 mentions in 15 episodes 1 per episode
2016 6 mentions in 6 episodes 1 per episode
2015 5 mentions in 4 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Amazon Web Services, oldest first

Dec 9, 2015 bearish
Opinion
Teten: Sell Amazon Stock Due to Weak Retail Pricing Power
“I would probably sell On the grounds that, ah, it's not clear to me if when they eventually turn on the monetization spigot, ah, it will be impossible for other people to compete with them. In other words, the whole theory of Amazon, not unlike a lot of early-…”
David Teten Dec 9, 2015 ▶ 21:00 20 VC 095: How VCs Find Startups and How To Add Value Once Invested with David Teten @ ff Venture Capital
Mar 4, 2016 positive
Assertion Not checkable as stated
Shah: AWS and modern tools eliminated the $1M upfront cost to build software
“Founders used to be able to raise money just by having a deck. And the reason is, it was much harder to build stuff. Harder meaning it took more resources, more money. So you needed actual Like a million dollars just to get your servers going, and get the prod…”
Hiten Shah Mar 4, 2016 ▶ 8:14 20VC FF: Hiten Shah on VC Funded vs Bootstrapped Businesses and How He Decides Which Startups To Advise
Nov 30, 2016
Assertion Not checkable as stated
Farmer: Institutional seed investing emerged in 2008 driven by AWS
“And then around oh eight seed investing started to institutionalize driven by capital efficiencies from open source and cloud computing platforms like AWS and the distribution channels like the app stores and social networks.”
Chris Farmer Nov 30, 2016 ▶ 10:10 20VC: Why There Is A Revolution In VC, Why Boards Are Inherently Inefficient & Why Data Will Be Central To VC In The Future with Chris Farmer, General Partner @ SignalFire
Jan 25, 2017
Insight
Guo: Startup launch costs have dropped, but scaling costs have risen
“The cost to start one that really matters has come down dramatically in many areas, right? AWS increased seed capital, a cultural shift where it's okay to drop out of school and start a company, three D printing, a bigger sort of supportive ecosystem, you name…”
Sarah Guo Jan 25, 2017 ▶ 18:33 20VC: Preparing For The Next Big Trend, Why Conversational Will Be The Next Big Thing & How Entrepreneurs Should View Market Size with Sarah Guo @ Greylock Partners
Nov 6, 2017
Assertion Not checkable as stated
Oren Zeev: Houzz's only expense at investment was $1,500 AWS hosting
“And their only cost when I met them was 1500 dollar Hosting costs at, you know, for AWS, because they already had users, and already had, like, initial traction”
Oren Zeev Nov 6, 2017 ▶ 18:38 20VC: Oren Zeev on Why Diversification Does Not Work, Thesis Based Investing Is Sceptical & Partners Mostly Stay Together For LPs
Nov 27, 2017
Assertion Supported
Gordon: Amazon AWS, Kindle, and Prime were shaped in key board meetings
“I remember the board meeting on Amazon where we first talked About what become Amazon Web Services, AWS. I remember the first time, I remember a series of meetings that led to the presentation of Kindle. I remember a series of meetings that led to the presenta…”
Bing Gordon Nov 27, 2017 ▶ 11:58 20VC: Kleiner Perkins' Bing Gordon on Lessons From Serving On Amazon & Zynga's Board, Why The Best Investors Are Good Listeners and Sceptical Optimists & The Most Important Value Add A VC Can Provide
Jul 8, 2019 negative
Opinion
IBM acquired Red Hat because AWS was crushing them in public cloud
“This record acquisition by IBM of Red Hat is really all about Amazon Web Services crushing them in public cloud, them trying to make a play for hybrid cloud more aggressively and essentially draw a buffer line where they can be relevant and aspirationally they…”
Byron Deeter Jul 8, 2019 ▶ 7:35 20VC: Bessemer's Byron Deeter On Lessons From Investing in 14 $Bn Companies, What The Heck Is Going On In Cloud Today and Why Cloud IPO Floodgates Are About To Burst Open
Jan 6, 2020 neutral
Insight
Jain: Cloud cost savings are offset by rising startup labor costs
“So the cost saving that's come from the shift to, you know, AWS, Twilio, et cetera, it's offset by the increase in labor costs, which is why that number has stayed fairly stable, and we expect that to stay stable in the future.”
Gaurav Jain Jan 6, 2020 ▶ 12:21 20VC: Why Now Is The Hardest Time To Raise an Institutional Pre-Seed in the Last Decade, What To Do When The Founder and VC Interests Do Not Align & The Rise of Pre-Emptive Rounds with Gaurav Jain, Founder & Managing Partner @ Afore Capital
Apr 1, 2021
Assertion Partly supported
Linda Lian: AWS launched its developer community programs around 2017
“This was around 2017 when we really started building all of the developer community engagement programs that AWS still has today, including our developer Slack, our Reddit engagement, our Stack Overflow engagement, open sourcing product roadmaps on GitHub.”
Linda Lian Apr 1, 2021 ▶ 5:50 20VC: How To Deliver Feedback with Compassion and Clarity, WTF Are Values Really and How To Instill Them & Raising $50M+ From Index and Greylock but Remaining in Stealth for 12 Months with Linda Lian, Co-Founder & CEO @ CommonRoom
Mar 9, 2022 positive
Opinion
Grosser: AWS built a best-in-class data-driven sales process for consumption models
“Our CRO comes from AWS, and I do think that they've been very thoughtful in having a data-driven, you know, well-architected sales process in a consumption-based world”
Jeanne DeWitt Grosser Mar 9, 2022 ▶ 35:58 20 Sales: The Stripe Sales Playbook; Who Should Create It, When Should it Be Done, Where Do Many Go Wrong | How To Identify 10x Sales Hires and How To Structure the Hiring Process in Sales with Jeanne DeWitt Grosser, Head of Americas Revenue & Growth @ St
Apr 15, 2022 negative
Assertion Supported
Dubugras: Startups with $5M in funding couldn't get corporate cards in 2017
“Startups had to raise a lot of money and couldn't get a corporate credit card. And that was the first problem that we saw was like, how come you have raised five million dollars and you can't get a card to pay for your SAS and AWS bills?”
Henrique Dubugras Apr 15, 2022 ▶ 3:51 20VC: Brex's Henrique Dubugras on Advice from Evan Spiegel and Eric Schmidt on CEOship, The Biggest Hiring Mistakes When Scaling, What Everyone Gets Wrong with Product Messaging and When is the Right Time to Launch Secondary Products
Feb 1, 2023 bullish
Prediction Not checkable as stated
Bouaziz: ClickHouse can build an iconic business competing with AWS
“ClickHouse is led by Aaron Katz. He's a savage in every way. He's really, really good. You should probably talk to him. They are, I think they can build an iconic company that can properly compete with AWS.”
Alex Bouaziz Feb 1, 2023 ▶ 53:00 Alex Bouaziz: How We Became a $12B HR Company with 2,000 Remote Employees | 20VC #973 · 20VC with Harry Stebbings
Apr 21, 2023 neutral
Assertion Supported
Tunguz: Web2 cloud infrastructure and application layers both have $2.1T market cap
“So in web two, if you take the top three clouds and you look at their market cap, so AWS, GCP, and Azure, it's about a 2.1 trillion dollar market cap just for the cloud businesses. And then if you take the top 100 publicly traded cloud companies, both on B to …”
Tomasz Tunguz Apr 21, 2023 ▶ 30:58 Tomasz Tunguz: How I Raised $230M; ChatGPT vs. Google; How LLMs Work; Trump vs DeSantis | E1004 · 20VC with Harry Stebbings
Jul 17, 2023 positive
Opinion
Clark: Jeff Bezos excels at context shifting and focusing on critical 10%
“He is one of the best simplifiers, if not the best simplifiers I've ever met, which is he can context shift incredibly well. You have a meeting, you know, this hour on AWS, the next hour on the consumer business, the next hour on labor, and be perfectly in the…”
Dave Clark Jul 17, 2023 ▶ 9:21 Dave Clark: Lessons from Leading 1M Employees w/ Jeff Bezos at Amazon to CEO of Flexport | E1036 · 20VC with Harry Stebbings
Oct 6, 2023
Insight
Rauch: Startups competing with incumbents like AWS must offer simplification
“And certainly if you're trying to compete with them, you're not going to replicate their approach. You're going to try to bring a simplification to the market.”
Guillermo Rauch Oct 6, 2023 ▶ 29:37 Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
Nov 15, 2023 neutral
Prediction Open · timeframe Nov 2028
Des Traynor: AI infrastructure will consolidate into 3-4 price-competing providers
“They'll probably be three or four big providers is my guess. You'll be probably GCP, AWS, maybe OpenAI directly, and I'm sure Azure. That's how I think that layer will play out, and they'll end up in pretty direct price competition with each other.”
Des Traynor Nov 15, 2023 ▶ 53:35 Des Traynor: How to Survive and Thrive in a World of OpenAI | E1082 · 20VC with Harry Stebbings
Nov 22, 2023 neutral
Prediction Open · timeframe Nov 2028
Seibert: OpenAI will evolve into an infrastructure platform like AWS
“I view OpenAI probably evolving more into an infrastructure company like AWS.”
Jeff Seibert Nov 22, 2023 ▶ 0:05 Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
Nov 24, 2023 neutral
Assertion Partly supported
Tunguz: Top 3 cloud providers equal top 100 apps in market cap
“In web two, if you take the top three clouds and you look at their market cap, so AWS, GCP, and Azure, it's about a 2.1 trillion dollar market Just for the cloud businesses. And then if you take the top 100 publicly traded cloud companies, both on B to C and B…”
Tomasz Tunguz Nov 24, 2023 ▶ 10:54 The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
Nov 24, 2023 neutral
Prediction Partly held up
Traynor: AI infrastructure will consolidate into 3-4 providers in direct price competition
“There'll probably be three or four big providers is my guest, probably GCP, AWS, maybe open AI directly. And I'm sure Azure, that's how I think that that layer will play out. And they'll end up in direct price competition with each other.”
Des Traynor Nov 24, 2023 ▶ 12:42 The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
Nov 27, 2023 bullish
Prediction Not checkable as stated
Mike Shebat: Traba will become the AWS of labor for global supply chains
“I'm the CEO of a company called Trava, and we're a labor marketplace that connects workers with open shifts in the light industrial industry, and our mission is to empower both businesses and workers to reach their full productivity and potential. So what that…”
Mike Shebat Nov 27, 2023 ▶ 1:22 Keith Rabois & Mike Shebat: Creating an Olympian Mindset to Work Ethic| E1087 · 20VC with Harry Stebbings
Feb 14, 2024
What-if
Gonto: Amazon would never have launched AWS without trying the Fire phone
“And if they weren't willing to try Kindle phone, they would never be willing to try AWS.”
Martin Gontovnikas (Gonto) Feb 14, 2024 ▶ 14:26 Martin Gontovnikas (Gonto): The Biggest Mistakes Startups Make When Scaling into Enterprises | E1115 · 20VC with Harry Stebbings
May 22, 2024 positive
Insight
Aaron Levie: AI agents will lower startup barriers like AWS and Stripe
“If Shopify caused businesses to get started because it lowered the barrier to being able to sell online, if AWS caused applications to get started because I was like, oh, I could just build an app and run it in the cloud. I don't have to think about servers an…”
Aaron Levie May 22, 2024 ▶ 43:51 Aaron Levie: How the Business Model of SaaS Changes Forever & Startups vs Incumbents:Who Wins?|E1155 · 20VC with Harry Stebbings
May 24, 2024 neutral
Assertion Supported
Tomasz Tunguz: Web2 cloud infra and top 100 apps share equal market caps
“So in web two, if you take the top three clouds and you look at their market cap, so AWS, GCP, and Azure, It's about a 2.1 trillion dollar market cap just for the cloud businesses. And then if you take the top 100 publicly traded cloud companies, both on B to …”
Tomasz Tunguz May 24, 2024 ▶ 9:33 Sam Altman, Arthur Mensch and more discuss:Which Startups Are Threatened vs Enabled by OpenAI?|E1156 · 20VC with Harry Stebbings
Aug 5, 2024 neutral
Assertion Supported
Cahn: The $250B Cloud Infrastructure Market Equals the Entire SaaS Sector
“This cloud business today is a two hundred and fifty billion dollar business. So the cloud business today is the same size as the SaaS sector. That's the business that Azure, Google and AWS control is the same size as the entire SaaS sector.”
David Cahn Aug 5, 2024 ▶ 11:47 David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
Aug 26, 2024 positive
Assertion Supported
Khan: The top three cloud providers were created by public companies
“AWS was created by a public market company, the entire cloud business. You know, the three biggest cloud providers were public company when they started it.”
Imran Khan Aug 26, 2024 ▶ 11:02 Imran Khan: Why the IPO Market is Not Closed & Lessons From Taking Snap & Alibaba Public | E1194 · 20VC with Harry Stebbings
Jul 27, 2025 bullish
Prediction Not checkable as stated
Fanton: OpenAI Will Combine iOS And AWS To Dominate Tech Infrastructure
“I'm a huge believer in OpenAI would be massive, personally, because I think it's full stack. You have B to C. It's a very, very powerful combination. And it will be both now, right? It will be iOS plus Amazon Web Services. So everybody will depend on that plat…”
Fernando Fanton Jul 27, 2025 ▶ 43:26 20Product: Should We Kill the PM Role Entirely | How Does Product Design Change Most in a World of AI | How Do Monzo Build Product Today: What Works, What Does Not | Why Most Product Sucks and What Makes Truly Great Product
Jul 28, 2025
Assertion Supported
Casado: Early AWS Had Far More Market Dominance Than Anthropic Does Today
“AWS was like, 70 or 80% market share early on. Nobody thought they could ever catch up to them. You know, they were the massive market leaders that created the category. I mean, they had way more dominance than Anthropic has now.”
Martin Casado Jul 28, 2025 ▶ 7:07 a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
Aug 4, 2025 neutral
Assertion Supported
AWS waited until $100B in revenue to fully verticalize its sales org
“AWS just moved to verticals right across the whole organization and they're a hundred billion.”
Ron Gabrisko Aug 4, 2025 ▶ 27:35 20Sales: $0-$3.7BN: The Databricks CRO's Playbook to Build the Fastest GTM Engine in SaaS History | How Databricks Beat Snowflake | How To Build a Sales Org of 5,000 and Close $190M Deals with Ron Gabrisko
Aug 25, 2025 positive
Opinion
Byron Deeter: AWS is the best business in software history
“And by the way, the best business in the history of software is sitting there with AWS in, in what people refer to as a commodity.”
Byron Deeter Aug 25, 2025 ▶ 3:36 BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
Nov 6, 2025 bearish
Opinion
O'Driscoll: AWS lost cloud dominance by failing to adapt to AI
“Five years ago, AWS dominated cloud compute. Now they don't, right? Because cloud compute evolved from being simple compute to being AI-centric computing, and they didn't evolve fast enough with it.”
Rory O'Driscoll Nov 6, 2025 ▶ 46:55 Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
Nov 10, 2025 positive
What-if
Randle: AWS would be worth $1 trillion if spun out of Amazon
“Which is why it's such an unbelievably large business, probably a trillion dollar business if it was spun out of Amazon.”
Everett Randle Nov 10, 2025 ▶ 25:44 Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
Nov 27, 2025 neutral
Assertion Supported
Rory O'Driscoll: Anthropic plans to build its own physical data centers
“Kind of, you didn't mention it, but in the same announcement, I think, Anthropic also said they're going to break ground on a physical data center. So that's another one of the model companies saying it's not enough to rely on compute from your service provide…”
Rory O'Driscoll Nov 27, 2025 ▶ 3:13 Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
Dec 15, 2025 bullish
Insight
Independent AI apps will thrive despite foundation models building competing products
“It's sort of like how AWS and the cloud, you know, have service offerings for basically everything that, that you could possibly have. And yet there's still tons of infrastructure companies that are independent.”
David George Dec 15, 2025 ▶ 1:02:15 a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
Dec 31, 2025 negative
Assertion Contradicted
Fitzpatrick: AWS report shows 70% of AI agents are traditional automation scripts
“There was actually a report AWS came out with today, it's interesting, that like, 70% of agents are actually not even, ah, AI agents, as you think of it. Like, most of the agent, agentic processes today are actually traditional script writing and just traditio…”
Matt Fitzpatrick Dec 31, 2025 ▶ 58:38 Matt Fitzpatrick: Who Wins the Data Labelling Race & Why Al Needs Forward-Deployed Engineers · 20VC with Harry Stebbings
Feb 9, 2026 positive
Insight
Acharya: AI foundation and app markets resemble AWS and GCP, not Uber
“I think the foundation model companies look a little bit like that. And I think in the apps layer, you're just going to have people that want to Consume the code they generate through a rich IDE and those that want to be closer to the metal, and that's probabl…”
Anish Acharya Feb 9, 2026 ▶ 13:01 a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
Apr 2, 2026 neutral
Assertion Supported
O'Driscoll: Anthropic reports gross AWS revenue; OpenAI reports net Microsoft revenue
“There was this kind of whole meme of OpenAI reports net on their partner revenue and Entropic reports gross. And what they're saying there is if OpenAI sells through Microsoft and Microsoft takes some money off the top, OpenAI only reports the net amount. If A…”
Rory O’Driscoll Apr 2, 2026 ▶ 30:31 OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
Apr 14, 2026 bullish
Insight
Midha: Sovereign data needs open cloud market to startups after 15 years
“Because the context, the mission-critical context of those workloads is so important to be run locally that you can't run them on Amazon, AWS, GCP, or Azure, and it's the first time In 15 years that the sort of hyperscaler dominance is up for grabs for startup…”
Anjney Midha Apr 14, 2026 ▶ 12:40 The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
Apr 23, 2026 positive
Assertion Supported
O'Driscoll: Cerebras recently signed deals with OpenAI and AWS
“And in the last three months, they've signed a deal with OpenAI and a deal with Atropic. Sorry, no, a deal with OpenAI and a deal with AWS. Sorry, I should be precise, right?”
Rory O'Driscoll Apr 23, 2026 ▶ 1:34:55 Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
Jun 15, 2026 neutral
Insight
Renting pure GPU compute offers low value without software orchestration
“If you're just like a server renter, if it's just a GPU server rack renter, if you're just leasing into different companies on certain hourly pricing rates, there's not a lot of value. You have to actually build some software on top.”
Aravind Srinivas Jun 15, 2026 ▶ 42:19 Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
Aug 20, 2026 neutral
Opinion
O'Driscoll: Owning developers is 100% existential for Microsoft
“I don't think owning the developer is existential for AWS. I definitely don't think it's existential for Meta. It's a hundred percent existential over the medium term for Microsoft.”
Rory O'Driscoll Aug 20, 2026 ▶ 14:20 Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
Sep 5, 2026 bearish
Assertion Partly supported
Weitzman: Renting an H100 GPU costs 1.5 times more than buying it
“If I was to buy an H 100 for, let's say, 30,000 dollars, that's how much the, kind of, a single card would cost. If I wanted to rent an H 100 for one hour spot instance from GCP, it could cost me five dollars. If I rented it from, like, You know, Azure or AWS,…”
Cliff Weitzman Sep 5, 2026 ▶ 2:50 How to Build Your Own Data Center & Why Every Startup Should Do It
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more