Amazon Web Services, every mention
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every year anyone Harry Stebbings 51Rory O'Driscoll 11Everett Randle 7Linda Lian 6Byron Deeter 6Tomasz Tunguz 5Mike Cannon-Brookes 5Steeve Morin 4Martin Casado 4Jeff Seibert 4
Verbatim, from the transcripts: the passages where Amazon Web Services comes up
How to Build Your Own Data Center & Why Every Startup Should Do It
- ▶ 3:05 Cliff Weitzman You know, Azure or AWS, maybe it'll cost me 3.5 dollars per hour.
ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern
- ▶ 29:52 Aaron Katz You know, it's been done before where AWS or Google or Microsoft takes your open source and they redistribute it as a managed service.
- ▶ 43:25 Aaron Katz We go to market with AWS.
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 12:47 Rory O'Driscoll For Amazon, you know, they're in the AWS business. 2 times in the scene
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 56:46 Rory O'Driscoll AWS grew 37% at scale. 2 times in the scene
The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao
- ▶ 1:05:41 Harry Stebbings Is it like a cloud market where you have obviously Azure, AWS, GCP, or is it an Uber and a Lyft where one takes 90% and the others kind of fight for scraps?
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- ▶ 34:07 unnamed speaker Didn't bother Amazon opening up AWS back in the day when it had excess e-commerce capacity.
Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
- ▶ 1:09:15 Mike Mignano AWS, great example.
Open Models vs Frontier Models: Who Actually Wins? | The $100K Token Budget Every Engineer Will Need · 20VC with Harry Stebbings
- ▶ 29:22 Harry Stebbings Do you think it's like an Uber lift market or do you think it's an AWS, Google Cloud, Azure market?
How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong · 20VC with Harry Stebbings
- ▶ 43:33 Paul Erlang Maybe someone who's already set up bare metal servers, so we don't have to pay so much money to AWS or Google Cloud, or someone who does indexing for us, or these things that are behind the scenes that would take so long for us to build up…
DeepSeek Raises at $50B | The Rise of Open Source vs OpenAI & Anthropic | OpenAI Builds Own Chip · 20VC with Harry Stebbings
- ▶ 17:15 unnamed speaker It's just, it's the structure in the cloud market where AWS was first, Microsoft second, and Google Cloud third.
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 42:40 Aravind Srinivas Kind of like how AWS did. 2 times in the scene
OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
- ▶ 1:02:55 Harry Stebbings Is this an AWS Azure GCP?
SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR · 20VC with Harry Stebbings
- ▶ 1:12:23 unnamed speaker Like Azure was never as good as AWS, but it was good enough for most of their corporates.
The Hardest Working Startup in America | Nico Laqua, Co-founder & CEO @ Corgi · 20VC with Harry Stebbings
- ▶ 2:21 Nico Laqua Um, it might result in something like AWS popping out of nowhere.
OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 1:10:33 Harry Stebbings Is this an AWS Google Cloud?
Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China · 20VC with Harry Stebbings
- ▶ 11:49 Andrew Feldman I think, um, I, I think they're, they have created a dependence, which is probably not healthy, but I, I think the truth is, is that what, what AWS and Azure offer is extremely useful for most enterprises. 2 times in the scene
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 32:40 unnamed speaker Does AWS eat everything, right? 2 times in the scene
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 25:42 Harry Stebbings And for everyone listening, Amazon, one hundred and eighty one billion revenue, AWS, thirty seven billion, fastest growth in 15 quarters. 3 times in the scene
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 1:34:59 Rory O'Driscoll Sorry, no, a deal with OpenAI and a deal with AWS.
Aaron Levie: Everyone is Wrong; We'll Have More Developers in 5 Years · 20VC with Harry Stebbings
- ▶ 47:55 Aaron Levie Uh, in 2010, AWS made five hundred million dollars in revenue. 2 times in the scene
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha · 20VC with Harry Stebbings
- ▶ 12:40 Anjney Midha 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
- ▶ 18:42 Anjney Midha That's super creative to, to the AWS business.
OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN · 20VC with Harry Stebbings
- ▶ 30:50 unnamed speaker If Antropic sells through AWS and they sell a hundred dollars worth of revenue, they report the gross amount, and then they give 20 grant, 20 dollars back to Amazon as a cost of sale.
Marc Andreessen: Will a16z Go Public & Why Labour Displacement with AI is Wrong? · 20VC with Harry Stebbings
- ▶ 55:44 Harry Stebbings Um, when I look forward to how this plays out, when you project forward, does the gains in AI look like AWS in terms of infrastructure dominance, or does it look like the internet in terms of application value dispersion?
Elena Verna: How Lovable Launches Product & Hacks Social to Go Viral · 20VC with Harry Stebbings
- ▶ 34:52 Harry Stebbings A lot of startups today have subsidized LLM costs, very much like AWS did and Google Cloud did with credits for years, and Anthropic and OpenAI have done, ah, now very much with this generation of startups.
"Cursor is Dead" is Total BS: Here is Why | Miles Clements · 20VC with Harry Stebbings
- ▶ 18:00 Miles Clements So like, I think the best software company in the world is AWS. 2 times in the scene
Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
- ▶ 1:11:02 unnamed speaker I mean, all you have to do is look at Azure's market share in cloud, where for 20 years, the value proposition, having said in millions of board, not millions, but tens of board meetings where we've talked about, you know, we're running on…
Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
- ▶ 10:15 Eran Zinman I, I wanna take you back in history, uh, you know, I'm old enough to remember when, uh, AWS, uh, built, uh, when Amazon built AWS, and everybody, um, back then said that Amazon is gonna capture all, uh, enterprise software value, because… 2 times in the scene
- ▶ 35:31 Eran Zinman Uh, again, going back to my AWS comparison, they are the infrastructure, uh, but there's going to be a lot of products built on top of that.
OpenAI's Codex Lead: Why Coding as We Know It is Over · 20VC with Harry Stebbings
- ▶ 43:24 Harry Stebbings And like the majority of the market will be on Codex or Claude Code, or is it like a AWS, Azure, Google Cloud, and a 33, 33, 33?
Anthropic's Super Bowl Ad: Who Won & Lost? | Sierra Hits $150M ARR: Is Customer Support Too Crowded? · 20VC with Harry Stebbings
- ▶ 3:11 Mike Cannon-Brookes But when we spend money on Anthropic, don't forget, we pay AWS, and then AWS pay Anthropic. 3 times in the scene
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble? · 20VC with Harry Stebbings
- ▶ 13:08 Anish Acharya Consume the code they generate through a rich IDE and those that want to be closer to the metal, and that's probably closer to AWS Google Cloud than it is Uber Lyft.
20VC: From $6.2BN Market Cap to $2.8BN: What Is Not Translating About Navan's Public Story | Are Any Public Company CEOs Actually Happy? | Why Navan Built It's Own Customer Service AI and What it Could Mean For Customer Service AI with Ariel Cohen
- ▶ 23:58 Ariel Cohen I don't think a lot of people, I think maybe Bezos knew, maybe some employees in Amazon knew, but I don't think that a lot of people said they're a new, hey, people will buy stuff, including servers in a data center, AWS, completely…
Anthropic Inference Costs Skyrocket |TikTok Deal Closes |The IPO Market:Wealthfront & EquipmentShare · 20VC with Harry Stebbings
- ▶ 25:13 Rory O'Driscoll AWS would be one of your biggest costs.
Legora CEO, Max Junestrand: $7M ARR in a Day | Harvey vs Legora: Is a Legal AI Winner Takes All? · 20VC with Harry Stebbings
- ▶ 43:17 Harry Stebbings Or is this a Google Cloud, AWS, Azure?
Matt Fitzpatrick: Who Wins the Data Labelling Race & Why Al Needs Forward-Deployed Engineers · 20VC with Harry Stebbings
- ▶ 58:38 Matt Fitzpatrick If I deliver an agent, in the current world, 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.
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 47:46 David George And so, you know, I think it's one of those cases where similar to cloud, like if you could own all of AWS, Azure and GCP as independent companies,
- ▶ 1:02:15 David George It's sort of like how AWS and the cloud, you know, have service offerings for basically everything, uh, that, that you could possibly have.
Eventbrite Sold for $500M, Databricks $5B Raise at $134B Valuation & Why SaaS is Like Japan · 20VC with Harry Stebbings
- ▶ 36:28 unnamed speaker Then you had usage pricing starting with AWS, which was inherently a more rational for buyer and seller way to allocate value, attract value more closely.
Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- ▶ 3:20 unnamed speaker So that's another one of the model companies saying it's not enough to rely on compute from your service providers, be it Azure, be it AWS.
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns · 20VC with Harry Stebbings
- ▶ 24:47 Everett Randle So let's think about AWS, for example, like AWS, um, actually don't know their exact gross margins, but they're not as high. 7 times in the scene
- ▶ 26:09 Harry Stebbings Going to that as well, what is AWS? 3 times in the scene
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
- ▶ 43:06 Rory O'Driscoll But the real point is Amazon Web Services, their cloud business grew at 20%. 4 times in the scene
OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- ▶ 1:15:12 unnamed speaker And in cloud, it's less that their core AWS business has folded up. 4 times in the scene
Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook · 20VC with Harry Stebbings
- ▶ 16:10 Harry Stebbings Are three of the best businesses, not commodity businesses, in the form of Google Cloud, AWS, and Azure? 4 times in the scene
Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- ▶ 49:50 unnamed speaker If someone came into you when you're building a SaaS app and said, I'm building this great SaaS app, but by the way, we're not going to use AWS.
20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
- ▶ 40:18 Zach Lloyd It might look like G cloud, AWS, Azure level competition, or it might look like actually like open source, like database competition. 2 times in the scene
Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
- ▶ 26:40 Mike Cannon-Brookes I was on a panel with, uh, uh, or speaking right before, I should say, Matt from AWS, and we both violently agreed that five years from now, we'll have more engineers working for our company than we do today.
- ▶ 44:34 Mike Cannon-Brookes AWS is obviously consumption-based.
Cerebras CEO, Andrew Feldman on Why Raise $1BN and Delay the IPO & Why NVIDIA’s Worried About Growth · 20VC with Harry Stebbings
- ▶ 47:31 Andrew Feldman OpenAI used, uh, Azure, a hundred percent infrastructure for years, and Anthropic has used a combination of AWS and Google.
- ▶ 53:51 Andrew Feldman I mean, the, the, the short answer is, why does it make sense for, uh, AWS to, to, to build a training part?
Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months · 20VC with Harry Stebbings
- ▶ 5:00 Brendan Foody I initially was reselling sneakers, as a lot of people my age would, would do in that generation, and I realized that all of these sneaker resellers were eligible for AWS credits, but they weren't claiming the AWS startup promotions, uh,… 3 times in the scene
OpenAI’s $10BN Secondary Sale, Ramp Hits $1BN ARR & Brex Hits $700M · 20VC with Harry Stebbings
- ▶ 1:18:20 Jeff Lawson But with Twilio, with Stripe, with AWS, you can now engage in these business relationships on behalf of the company that you weren't able to do previously. 4 times in the scene
Anthropic Raises $13BN & OpenAI Buys Statsig for $1.1BN All Stock · 20VC with Harry Stebbings
- ▶ 51:35 unnamed speaker Which is effectively a way of saying to deliver their AI magic, they have to part with roughly 10% of their revenue to the big, um, AI companies, just as maybe they probably did roughly the same to AWS. 2 times in the scene
Cohere Founder, Nick Frosst: How To Compete with OpenAI & Anthropic, and Sam Altman’s AI Disservice · 20VC with Harry Stebbings
- ▶ 11:43 Harry Stebbings How do you think about whether they stay as AWS style commodity layers or whether they extend into value capture of application layer?
BVP Partner, Byron Deeter: The Future of Venture - Why Chanel vs Walmart is BS · 20VC with Harry Stebbings
- ▶ 3:36 Byron Deeter And, 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.
Figma's 250% Pop - The Greatest IPO Mispricing Ever? Meta & Microsoft Blowout Quarters: Broken Down · 20VC with Harry Stebbings
- ▶ 55:52 unnamed speaker I got broadly AWS right, and I broadly got Microsoft wrong.
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
- ▶ 27:35 unnamed speaker Like I think AWS just moved to verticals right across the whole organization and they're a hundred billion.
- ▶ 59:04 Harry Stebbings I mean, you look at cloud and you're like AWS. 2 times in the scene
Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China · 20VC with Harry Stebbings
- ▶ 7:07 Martin Casado And so if you look at how the cloud, remember the cloud, AWS was like, 70 or 80% market share early on. 3 times in the scene
- ▶ 17:15 Martin Casado And I, again, I, again, I think like for the longest time when the cloud market was expanding, everybody knew AWS, it was the leader.
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
- ▶ 42:47 Fernando Fanton If you think about it, OpenAI can be both iOS and Google Cloud or Amazon services together, and I don't think we've seen how many years you have to go back to, to feel that way. 2 times in the scene
Fiverr CEO & Founder, Micha Kaufman: "If You’re Not Adapting to AI, F* You. You’re Done!" · 20VC with Harry Stebbings
- ▶ 50:16 Micha Kaufman But, but is it really different than, um, you know, the AWS Azure and like how many, how many, how many cloud providers are?
Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
- ▶ 48:33 Harry Stebbings You generally stick to you're on AWS. 3 times in the scene
Airwallex CEO & Co-Founder, Jack Zhang: The Angel That Turned $1M into $1BN · 20VC with Harry Stebbings
- ▶ 59:08 unnamed speaker We all wanted to build AWS for financial services.
Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings
- ▶ 1:14:46 Rory O'Driscoll And just like lots of people could do Amazon Web Services in
20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
- ▶ 2:22 Harry Stebbings That's why AWS is the perfect partner for startups, and why they're proud to sponsor this week's episode of TwentyVC. 8 times in the scene
- ▶ 1:26:06 Harry Stebbings That's why AWS is the perfect partner for startups and why they're proud to sponsor this week's episode of TwentyVC. 6 times in the scene
Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
- ▶ 45:15 Harry Stebbings In five years time though, is it Uber or is it like AWS and cloud?
Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
- ▶ 35:50 Steeve Morin My whole production is run on, runs on AWS anyways. 3 times in the scene
- ▶ 51:03 Steeve Morin They have AWS, but they don't have actual products.
Sridhar Ramaswamy, CEO @Snowflake: Deepseek is Not a Threat to OpenAI & OpenAI Beats Anthropic|E1258 · 20VC with Harry Stebbings
- ▶ 25:09 Sridhar Ramaswamy Uh, AWS has, uh, has Redshift.
George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
- ▶ 43:55 Harry Stebbings Why does it not follow the same vein as cloud, where cloud is commoditized, but Azure, Google Cloud, AWS, I mean, completely commoditized, to be honest, cloud, but it's fucking great business for them.
Dan Gill, CPO @Carvana: The Most Wild Story in Public Markets | E1243 · 20VC with Harry Stebbings
- ▶ 1:05:01 Harry Stebbings And despite that, AWS is still very valuable.
Daniel Dines, UiPath CEO & Founder: Why Agents Do Not Mean RPA is F*** | E1240 · 20VC with Harry Stebbings
- ▶ 6:47 Harry Stebbings Do you think we will continue to live in a world of many models which are specialized in many different areas, or do you think there will be one or two monolithic models similar to what we have in cloud today with AWS, Azure, Google Cloud?
Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
- ▶ 30:10 Guy Podjarny AWS, or you can say, no, I want it portable between the different clouds.
Dan Fougere, CRO @Datadog: Why Discounting is Dangerous and Contract Sizes are Misleading | E1229 · 20VC with Harry Stebbings
- ▶ 5:58 Dan Fougere We just did a deal with AWS.
- ▶ 10:45 Dan Fougere And they're like, well, they have, they've just bought 20,000 servers from AWS, or something like that, 13,000.
Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
- ▶ 42:13 Vlad Tenev Now, the idea of like not trusting Amazon Web Services for hosting your server seems laughable.
Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
- ▶ 16:35 Mamoon Hamid So, hyperscalers are investing today for the future, and I think ultimately the margins, just like if you look at 20 years later of AWS, how great of a business that is, that standalone basis would be a top four enterprise software…
Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings
- ▶ 44:20 Harry Stebbings If you think about Google on Amazon, you've got Google Cloud, Cash Cow, App AWS, Cash Cow, and then Zuck is like, oh,
Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings
- ▶ 13:52 unnamed speaker So Amazon web services, Azure, Google cloud services like that there's tool makers.
Imran Khan: Why the IPO Market is Not Closed & Lessons From Taking Snap & Alibaba Public | E1194 · 20VC with Harry Stebbings
- ▶ 6:21 Imran Khan He helped build AWS, and now he's the CEO of Amazon.
- ▶ 11:02 Imran Khan AWS was created by a public market company, the entire cloud business.
David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
- ▶ 11:54 David Cahn That's the business that Azure, Google and, uh, and, uh, and AWS control is the same size as the entire SaaS sector.
- ▶ 24:19 David Cahn Uh, Amazon has a cash machine called AWS.
Jason Lemkin: Crowdstrike, WTF Happens From Here? Wiz Rejects Google’s $23BN Acquisition Offer|E1181 · 20VC with Harry Stebbings
- ▶ 5:57 Jason Lemkin They're all competing with, they're all competing with each other, and this is a way to go to an enterprise when you have three slightly fungible products, AWS, Azure, Google Cloud.
Cameron Adams: How Canva Builds Products: Lessons Learned, What Works? What Flopped? | E1179 · 20VC with Harry Stebbings
- ▶ 20:10 Cameron Adams I think it'll look very similar to what cloud-based infrastructure looks like now in terms of AWS, Google Cloud, Azure. 2 times in the scene
Pat Grady: Sequoia Partner on Investing Lessons from Doug Leone, Roelof Botha and Alfred Lin | E1174 · 20VC with Harry Stebbings
Avi Eyal: Making $2.3BN on Monday, Stripe & PillPack from Entrée Capital MP | E1173 · 20VC with Harry Stebbings
Samir Vasavada: The Real Story of Vise: The Regrets, Mistakes and Mis-Hires | E1171 · 20VC with Harry Stebbings
- ▶ 12:40 Samir Vasavada We had lost, like, AWS. 3 times in the scene
Aravind Srinivas:Will Foundation Models Commoditise & Diminishing Returns in Model Performance|E1161 · 20VC with Harry Stebbings
- ▶ 30:32 Aravind Srinivas AWS needs Claude to make, to sell, to make, continue to retain the lead in the cloud market.
Matt Lerner: How to Hire Growth Leaders and Teams and Why in a World of AI | E1159 · 20VC with Harry Stebbings
- ▶ 17:44 Matt Lerner Obviously AWS has a different North Star, right?
Aaron Levie: How the Business Model of SaaS Changes Forever & Startups vs Incumbents:Who Wins?|E1155 · 20VC with Harry Stebbings
- ▶ 43:51 Aaron Levie So, you know, if you think about it, you know, 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, because I was like, oh, I could just…
Tom Blomfield: Do the Best All Raise Pre-Demo Day & YC's Fundraising Advice to Startups | E 1152 · 20VC with Harry Stebbings
- ▶ 46:47 Tom Blomfield It's like how, you know, GCP versus AWS versus Azure, they kind of do this, you know, it's like different things,
- ▶ 48:46 Tom Blomfield MySQL wrappers or AWS wrappers or something like, you know, it's the same kind of logic applies.
Tom Hulme: Lessons from a 24x Angel Track Record, 275x on Robinhood & Making Billions on Uber |E1150 · 20VC with Harry Stebbings
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