Amazon Web Services, every mention
41 scenes (2025) · ← back to Amazon Web Services
tap a year for its mentions
every year 2025 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
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.