Amazon, every mention
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every year anyone Harry Stebbings 531Rory O'Driscoll 35Jason Lemkin 27Rebecca Kaden 20Chris Degnan 18TJ Parker 17David Cahn 16Jamie Siminoff 13Des Traynor 13Everett Randle 11
Verbatim, from the transcripts: the passages where Amazon comes up
Labour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes the World
- ▶ 29:15 Matteo Franceschetti Websites are at the most just literally like if you just want to scroll and see some, some picture and read a bit more about the product, but all the purchases, all their credit cards are on Red Note or kind of Amazon equivalent and… 3 times in the scene
Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town
- ▶ 2:30 Jason Lemkin Spinning up browsers that you're not like using agents to go into browsers, perplexity and Amazon fought over this.
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.
- ▶ 31:51 Aaron Katz Like for example, for AWS reInvent, Amazon's big cloud conference in Las Vegas or Google next, I partnered with the chain smokers and I had them perform because I said, there's not one party
- ▶ 43:25 Aaron Katz We go to market with AWS.
Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated
- ▶ 10:17 Rory O'Driscoll The only reason Entropic and OpenAI exist is because Microsoft, Google, and Amazon gave them enough money to play because no one else on the planet has enough money.
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
- ▶ 19:44 Jerry Murdock If they wanted to, uh, I think Amazon has a lot of data too.
- ▶ 25:52 Jerry Murdock Now, if that's why I probably lost out on investing in Amazon because I just didn't, you know, I didn't buy into Bezos's idea that your margin is my opportunity.
Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
- ▶ 12:16 Harry Stebbings Do you think Amazon or Meta go, eh, we'll take cognition instead? 2 times in the scene
- ▶ 12:47 Rory O'Driscoll For Amazon, you know, they're in the AWS business. 2 times in the scene
Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
- ▶ 5:02 Andrew Macdonald (Mac) I mean, we're not at, like, Amazon Prime or Costco levels, but we're, we're not, we're within, getting to within spitting distance, and from a company lever perspective, it's highly efficient, and when we look at efficiency, we usually…
- ▶ 8:34 Harry Stebbings You said it's not quite Amazon or Costco, say, in terms of membership dominance.
OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic
- ▶ 6:21 Alex Atallah And like, why doesn't Google or Amazon or Azure run around and like buy up all the GPUs and,
- ▶ 56:51 Alex Atallah Um, but like especially, you know, if we're trying to create like a competitive American Neolab system, you know, like NVIDIA has been doing a good job of this, but there, you know, there's like, there's Google, there's TPUs, there's…
Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B
- ▶ 46:44 Rory O'Driscoll In other words, because they're 70% of the Google Compute backlog, the 70% of the Amazon backlog.
- ▶ 56:12 Harry Stebbings Obviously cloud was an acceleration from both, uh, Microsoft and Amazon. 2 times in the scene
- ▶ 56:46 Rory O'Driscoll AWS grew 37% at scale. 2 times in the scene
Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks
- ▶ 21:41 Jason Lemkin Amazon didn't sign.
Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
- ▶ 11:02 Matt Murphy In parallel with that, you had Amazon and Google come in, both with the big investments, as well as technical partnerships around Bedrock, Vertex, uh, and then distribution relationships.
- ▶ 11:02 Matt Murphy In parallel with that, you had Amazon and Google come in, both with the big investments, as well as technical partnerships around Bedrock, Vertex, uh, and then distribution relationships.
- ▶ 27:41 Matt Murphy I mean, you know, uh, Google with their TPUs a long, a long time ago, Amazon with their Traniums.
Should the US Ban Chinese Open-Source Models | OpenRouter's Chance To Sell | Stripe Buying PayPal
- ▶ 22:23 Rory O'Driscoll If I'm maybe Amazon in particular,
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?
Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO · 20VC with Harry Stebbings
- ▶ 33:09 Rory O'Driscoll Then there's the agentic, 10% of software tax, just like Amazon took a tax on software. 2 times in the scene
Enterprises Fear Frontier Models | Sam Altman Offers Trump 5% of OpenAI | DeepSeek Builds Own Chips · 20VC with Harry Stebbings
- ▶ 34:02 unnamed speaker Didn't bother SpaceX, didn't bother Amazon, twenty-some-odd years. 2 times in the scene
- ▶ 34:07 unnamed speaker Didn't bother Amazon opening up AWS back in the day when it had excess e-commerce capacity.
- ▶ 1:07:06 Harry Stebbings Um, Amazon made the same move two days earlier.
Why Now is the Time for the App Layer | Why Startups Should be TokenMaxxing | Mike Mignano, USV · 20VC with Harry Stebbings
- ▶ 9:05 Mike Mignano I mean, I can remember 10 years ago when I got, you know, an Alexa in my home
- ▶ 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
- ▶ 12:39 unnamed speaker It's NVIDIA and Google, which is another way of saying, you know, people like Facebook, Amazon, and Microsoft are doing shit.
- ▶ 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.
- ▶ 1:17:52 Harry Stebbings If Google has TPUs, Amazon have Tranium, well, OpenAI now has Jalapeno, co-developed with Broadcom.
- ▶ 1:21:35 unnamed speaker Amazon now has a chip, right?
Nikesh Arora on the Frontier Model Problem: Breadth vs Depth | The Future of Token Costs · 20VC with Harry Stebbings
- ▶ 41:17 Nikesh Arora And the task of the chief internet officer was to make sure the organization was ready for the internet because I'm too busy in my traditional business, and I don't know who Amazon is, I don't know who Google is, so this wonderful…
Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN · 20VC with Harry Stebbings
- ▶ 20:58 unnamed speaker Amazon discovered a case whereby you could, in fact, interrogate the model and have it give some cybersecurity import, right? 2 times in the scene
Perplexity CEO: Micron Will Be More Valuable Than Meta & How Export Controls Helped Not Hurt China · 20VC with Harry Stebbings
- ▶ 9:15 Aravind Srinivas Amazon.
- ▶ 16:34 Aravind Srinivas If you look at like all these, um, crazy stories of how there's this one engineer who got Amazon spend like half a billion dollars a month because of some stupid way they set up like agent loop inside cloud code.
- ▶ 42:40 Aravind Srinivas Kind of like how AWS did. 2 times in the scene
- ▶ 47:08 Aravind Srinivas Providers of OpenAI models, be it Bedrock or Azure or OpenAI themselves.
- ▶ 59:34 Aravind Srinivas And can you guys figure out a way to give us compute credits or, you know, Amazon gave a lot of compute credits to a lot of startups. 2 times in the scene
OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning · 20VC with Harry Stebbings
- ▶ 48:19 Matan Grinberg And so my first order on Amazon ever was textbooks for Algebra II, Trigonometry, Precalc, Calculus I, II, and III, differential equations, um, and maybe a linear algebra textbook. 2 times in the scene
- ▶ 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.
Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
- ▶ 10:04 Harry Stebbings Um, I heard a rumor that Amazon tried to acquire you for thirteen billion dollars.
- ▶ 1:11:27 Brendan Foody I think he's so disciplined about the culture of Amazon.
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
- ▶ 42:07 unnamed speaker You might need to raise three hundred billion because maybe two years from now, Microsoft doesn't want to, or Amazon doesn't want to be your hyperscaler provider.
- ▶ 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
- ▶ 12:14 Andrew Feldman If you'd like to enter in the AWS world, you can enter with Bedrock.
- ▶ 12:19 Andrew Feldman You can use tools like SageMaker.
- ▶ 12:27 Andrew Feldman You, you have your S three instances.
Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 · 20VC with Harry Stebbings
- ▶ 8:03 Rory O'Driscoll The OpenAI round is, well, Amazon, you're going to give us fifty billion, but twenty billion is going to be up front.
Turning Peter Thiel's $100K into $10M Angel Portfolio & Why VCs Can Be Sharks | Josh Browder · 20VC with Harry Stebbings
- ▶ 8:34 Josh Browder Like I backed the youngest engineer at Amazon.
Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN · 20VC with Harry Stebbings
- ▶ 21:42 unnamed speaker And there is this, there's the token, there's like the whole from the press, the whole token max at, at, at Amazon where people are pretending to work because they have quotas, but this is different. 3 times in the scene
- ▶ 32:38 unnamed speaker Amazon, right?
- ▶ 32:40 unnamed speaker Does AWS eat everything, right? 2 times in the scene
- ▶ 32:48 unnamed speaker It was a infrastructure level player because they said, oh my God, Microsoft Redshift, Amazon Redshift is just going to eat their lunch. 2 times in the scene
- ▶ 49:43 Jason Lemkin On the one hand, they've got support from open AI and Amazon and everyone, which they didn't have when they tried to IPO last time, right timing, right partners, um, right, uh, seeming backlog, right? 2 times in the scene
- ▶ 56:46 unnamed speaker You get the OpenAI commit, you get the Amazon commit, and now you can go out on strand.
Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries · 20VC with Harry Stebbings
- ▶ 53:03 Cliff Weitzman When we tried to hire from large organizations, we do have very similar DNA to Amazon.
- ▶ 1:52:42 Cliff Weitzman Oh, um, there is a protein powder on Amazon, uh, called Earth Chimp, which is pea-based protein powder.
Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down · 20VC with Harry Stebbings
- ▶ 0:15 Harry Stebbings Amazon, thumbs up.
- ▶ 5:46 Rory O'Driscoll It is Amazon.
- ▶ 9:39 Rory O'Driscoll The only insatiable enterprise demand that Amazon, Google, or Microsoft are experiencing are the insatiable and enterprise demand for sell-through of the LLM products that they now host and can sell using their large distribution channel.
- ▶ 25:24 Harry Stebbings Of the four, Alphabet, Amazon, Meta, ah, and Microsoft, you can buy one and sell one. 8 times in the scene
- ▶ 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
Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors · 20VC with Harry Stebbings
- ▶ 8:27 unnamed speaker So, so my mental model remains at the three way oligopoly, just like cloud is a three way oligopoly with, you know, Google Cloud, Amazon and Azure, right?
- ▶ 18:51 Harry Stebbings You had Google committing up to 40,000,000,010 billion in cash now, three fifty billion, uh, sorry, at three fifty billion and then 30 based on performance milestones, and then Amazon adding up, adding another five billion 2 times in the scene
- ▶ 27:56 unnamed speaker The truth is you actually have the computer on a long-term contract, but Amazon, Google,
- ▶ 29:37 Jason Lemkin They have Gemini, they have Amazon, and they have the capacity, and they have the ability to rotate it where, where, when they want, um, and they have the cash flow. 5 times in the scene
Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? · 20VC with Harry Stebbings
- ▶ 23:13 Jason Lemkin NVIDIA, Apple, Meta, Amazon, Alphabet, Microsoft all can buy a startup for a hundred billion.
- ▶ 1:34:59 Rory O'Driscoll Sorry, no, a deal with OpenAI and a deal with AWS.
- ▶ 1:36:24 Rory O'Driscoll If the leading player is worth five trillion dollars, right, and then the next two leading players after that are kind of in, well, you got AMD, and then you got in-house silicon from Google and Amazon, this is the only other standalone…
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
SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? · 20VC with Harry Stebbings
- ▶ 17:41 Harry Stebbings The final element, which is connected, but not the same, which is Mythos was trained entirely on Amazon's training.
- ▶ 19:30 unnamed speaker And then in terms of who's, quote unquote, a customer, all they're saying is this, is when they're, either when they're, if they're doing training runs for Entropic, which I'm sure they are, or they're doing inference runs, which I'm…
- ▶ 48:11 unnamed speaker And then we always forget Amazon, I think, got to about a hundred billion plus on ad revenue in the last, you know, kind of half a decade or probably seven or eight years at this point, right? 3 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
- ▶ 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
- ▶ 18:13 Anjney Midha Was not like the VCs did not understand it, which is why, you know, over the next 24 months, the people who got it were either people like, you know, some of the folks in the ML community who also had an overlap with the effective altruist… 4 times in the scene
- ▶ 18:42 Anjney Midha That's super creative to, to the AWS business.
OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber · 20VC with Harry Stebbings
- ▶ 7:40 unnamed speaker The Amazon money is tranched in part on IPO or AGI, right?
How Hims & Hers Reached a $4.3BN Market Cap on $2.3BN of Revenue | Andrew Dudum · 20VC with Harry Stebbings
- ▶ 3:07 Andrew Dudum Google, Facebook, Apple, Amazon, all of them. 2 times in the scene
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.
- ▶ 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.
- ▶ 45:52 unnamed speaker If you're selling, if you're running Amazon consumer, every time, every day I can go and search and go on Walmart, right?
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?
Why You Need a $1B Fund To Do Series A | SpaceX at $2TRN & Data Centers in Space | Groq's $20BN Deal · 20VC with Harry Stebbings
- ▶ 25:51 unnamed speaker You know, I've already built Amazon. 3 times in the scene
- ▶ 40:36 Harry Stebbings I, I own stock in Amazon and I own stock in Figma, ok?
- ▶ 1:09:14 unnamed speaker Cause you just outstrew, they're just, they're not, you know, Salesforce and, and Amazon, I mean, Grok is great, but a lot of the stuff is not Grok.
NVIDIA Predicts $1TRN in Revenue: Everything You Need to Know From GTC & Anduril Lands $20B Contract · 20VC with Harry Stebbings
- ▶ 2:28 Jason Lemkin I mean, they're on fire on everything and all the things where you see, and they're at risk, they're at risk from their customers using, uh, using, um, TPUs from, uh, from, uh, Google and from Amazon, but man, everything from already…
Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
- ▶ 11:47 Gokul Rajaram I think Amazon is a great example.
- ▶ 41:58 Gokul Rajaram Amazon Prime is another one, but this takes many years.
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.
Anthropic vs The Pentagon: Who Wins? | The Data Center Arms Race | The Ultimate Stock Picks · 20VC with Harry Stebbings
- ▶ 3:23 Rory O'Driscoll There was one version that said, if you use Antropic at all, Microsoft or Amazon, then we won't use you at all in the US government.
- ▶ 17:22 Jason Lemkin Meta is playing a game, Google's playing some of it, Amazon's playing some of it, that it's hard for Oracle and anybody else to play, um, which is that ultimately, and I think Meta is, Meta's the only one that I've known that's explicit,…
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