Amazon Web Services, every mention
36 scenes (2026) · ← back to Amazon Web Services
tap a year for its mentions
every year 2026 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?