Amazon, every mention
1,074 scenes, the whole family · ← back to Amazon
tap a year for its mentions
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
"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
- ▶ 37:16 Miles Clements Google, and Microsoft, and Amazon, then of course you want to participate in those companies in the private markets.
Mitchell Green: Why 50% of VCs Should Not Exist · 20VC with Harry Stebbings
- ▶ 36:51 Mitchell Green Um, right, and look how much earnings a company like Facebook and Google and Microsoft and Amazon and Nvidia generate, like, profits.
Anthropic vs The Pentagon: Who Wins? | OpenAI's $110BN Mega Round | Cursor Hits $2BN in ARR · 20VC with Harry Stebbings
- ▶ 25:21 unnamed speaker Amazon's, I think, 40 or fifty billion. 6 times in the scene
- ▶ 56:44 unnamed speaker Like, I mean, I saw a bunch of data on that where, you know, there's a few 15 or 20% cuts that were bigger because when someone like Amazon cuts 15 or 20%, it can be 30 or 40,000 people. 2 times in the scene
- ▶ 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… 3 times in the scene
- ▶ 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.
Insights from Coatue's Growth Investor Lucas Swisher · 20VC with Harry Stebbings
- ▶ 51:18 Lucas Swisher I think, I can't remember exactly, but I think the companies were Google and Square and Amazon, right?
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?
Klarna CEO: SaaS is Dead: Why Systems of Record Will Die in an Agentic World · 20VC with Harry Stebbings
- ▶ 26:35 Sebastian Siemiatkowski The tech companies, Google, Amazon, Apple, there's going to be FinTech, Revolut, and so on.
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.
- ▶ 38:13 Anish Acharya When I started my career at Amazon as an engineer in 2003, they had a very similar thing. 2 times in the scene
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
- ▶ 23:45 Ariel Cohen I think it's very, very hard if you sat in a 2000 and tried to understand e-commerce and looked at Amazon and ask yourself, is that some, uh, one off with a bookstore or is that going to change the way that we buy stuff? very, 2 times in the scene
- ▶ 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…
The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
- ▶ 53:47 Harry Stebbings Like, seriously, when you compare to Amazon and Google now both having their play, honestly, if you want to retain your status as one of the most valuable companies, you need both.
- ▶ 58:41 Jason Lemkin And is deep on the whole Amazon Tranium ecosystem.
Oren Zeev: Why AI Growth Expectations Are BS & Won't Last? Why GPs Shouldn't Tell LPs Their Strategy
- ▶ 1:08:46 unnamed speaker But this is less of a mess of mine, because I, I tried, and, uh, and, uh, and, and then, because the, the founder already decided that they don't want to be public anymore, we, we, we ended up selling it to Amazon.
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?
20VC: Raising $400M for 20VC: Fundraising Lessons | Getting Marc Benioff Through 53 Cold Emails: How to Master Cold Outbound | 7 Lessons from 101 Decacorn Founders with Harry Stebbings (Simon Squibb Edition)
- ▶ 16:11 Harry Stebbings And I bought a microphone on Amazon, an ice ball microphone.
Elon Musk vs Sam Altman | The Implosion of Thinking Machines | Can VC Survive Public Pricing? · 20VC with Harry Stebbings
- ▶ 49:09 Jason Lemkin Amazon is frankly more valuable, but it only works for the goods. 2 times in the scene
- ▶ 53:50 Rory O'Driscoll Amazon ads, which has exploded from, you know, we don't talk about it because it's buried in the bigger business, but all the gross margin now comes from ads.
- ▶ 53:56 Rory O'Driscoll The retail business,
Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
- ▶ 2:33 Alex Rampell I think Amazon went public at, like, a six hundred million dollar market cap or something.
20Growth: The $6.6B Growth Engine Behind ElevenLabs | Why ElevenLabs Do Not Have PMs | The 7 Part Launch Playbook to Crush All Launches with Luke Harries, Head of Growth @ ElevenLabs
- ▶ 43:19 Luke Harries Him getting offers for Amazon, for Palantir, for Google, and then telling them actually, oh wait, I cheated on it using my tool.
Groq’s $20BN NVIDIA Deal | Why Sam Altman Doesn’t Care About Dilution & Invisible Unemployment 2026 · 20VC with Harry Stebbings
- ▶ 10:41 Rory O'Driscoll On the other hand, the remaining players, I mean, I, you know, I wonder, does Amazon, does Apple, does Microsoft,
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.
Predictions for 2026: Top Buy & Biggest Short | Why Salesforce Could Win & NVIDIA’s Challenges · 20VC with Harry Stebbings
- ▶ 54:51 Harry Stebbings Google, Meta, Amazon, Microsoft, Apple, Nvidia. 6 times in the scene
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI? · 20VC with Harry Stebbings
- ▶ 38:24 David George And, you know, there's basically, there's Amazon and Walmart on the one end. 3 times in the scene
- ▶ 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.
20Growth: How Wiz Built a $30BN Brand in Enterprise | What Worked vs What Was a Mega Failure: Lessons Learned | Why Marketers Make the Worst CMOs & What To Look for in Growth with Raaz Herzberg
- ▶ 29:34 Raz Herzberg I mean, you know, the big companies, Microsoft, Google, Amazon, truly, they're so successful.
SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
- ▶ 29:58 Rory O'Driscoll Maybe I'll buy one of you branch baby thingies like, you know, like Amazon bought Whole Foods, right?
- ▶ 1:00:29 Rory O'Driscoll In Cloudland, there was an oligopoly of Amazon, Microsoft, and Google, but you couldn't easily switch between.
- ▶ 1:14:20 Jason Lemkin I, I think the issue that I don't fully understand inference, because for most cases, if you're running a Chinese open source model on, on, on Amazon, it's really not any cheaper.
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.
- ▶ 9:02 unnamed speaker I got to look at that if I'm Amazon. 2 times in the scene
- ▶ 12:15 Harry Stebbings It's the core risk of McCaw, of Surge, of Turing, of all of these data providers, being that they have all two customers that have more than 50% of their revenue for all of them, and the bet that you're taking or the risk that you're… 2 times in the scene
- ▶ 29:34 unnamed speaker I mean, I do think the advertising dollars, you know, we're getting close to the point where the digital advertising spend across Google, Facebook, and Amazon, even before ChatGP exists is
20VC: Max Altman on The New Seed War: Can Anyone Compete with Sequoia and a16z | Leaving $2BN on the Table with Reddit | Lessons from Backing Rippling at $25M Post | Why Climate Tech is a Mirage and Disaster
- ▶ 54:15 Max Altman Like, cool, Amazon, Google, they're like, well, we got this really great engineer who graduated from IIT. 2 times in the scene
Peter Thiel and Softbank Sell NVIDIA - Why? & Why VC Will Hit $1TRN and The Opening of Retail · 20VC with Harry Stebbings
- ▶ 40:34 Tomasz Tunguz So I'm looking at Oracle credit default swaps, you know, triple what Amazon and Microsoft and others are.
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
- ▶ 25:44 Everett Randle On Adobe, which is why it's such an unbelievably large business, probably a trillion dollar business if it was spun out of Amazon.
- ▶ 26:09 Harry Stebbings Going to that as well, what is AWS? 3 times in the scene
- ▶ 1:15:11 Everett Randle Today, relative to call it the dot-com boom and bust, I think if you really think deep down about what happened in that era, let's say you did the Amazon Series A, for example. 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
- ▶ 42:20 Rory O'Driscoll So you might, it might be a little less, but yes, it's in the many hundreds of billions of dollars a year in a world where today only Amazon, I mean, you know, there's a couple of companies, Google, there's a hundred billion in a quarter. 2 times in the scene
- ▶ 42:42 Harry Stebbings You mentioned Amazon. 10 times in the scene
- ▶ 43:06 Rory O'Driscoll But the real point is Amazon Web Services, their cloud business grew at 20%. 4 times in the scene
20VC: Tim Ferriss: Why I Walked Away From Angel Investing After Uber | How I Accidentally Lost $150 Million | Money Fixed My Problems—Then Made Me Miserable
- ▶ 32:54 Tim Ferriss The Four Hour Chef was the first major book announced and launched by Amazon Publishing, and Amazon Publishing was this huge brouhaha. 3 times in the scene
- ▶ 33:05 Tim Ferriss It was announced in the New York Times, and it meant that Amazon was going to be acquiring authors, paying them, just like publishers would, and this freaked everybody out in the publishing world. 3 times in the scene
- ▶ 1:16:07 Tim Ferriss Some friends at Exploding Kittens, which is an awesome game design studio, and as we're talking, whenever this comes out, it will have launched in Amazon, Walmart, Target, like, 8000 plus locations, and gotta do my pitch. 3 times in the scene
OpenAI Restructuring: Who Wins and Who Loses & Mercor Raises $350M at a $10BN Valuation · 20VC with Harry Stebbings
- ▶ 1:08:07 Harry Stebbings We can do Amazon Layoffs. 3 times in the scene
- ▶ 1:13:35 Harry Stebbings So, the shit is hitting the fan at Amazon before we do, uh, agree or disagree. 10 times in the scene
- ▶ 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
- ▶ 11:28 David Cahn Amazon still became an amazing company after the .com bubble.
- ▶ 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
- ▶ 22:51 David Cahn Microsoft and Amazon specifically were driving the vast majority 4 times in the scene
Why VC Today is Worse than 2021 · 20VC with Harry Stebbings
- ▶ 26:59 Jason Calacanis I'm, I'm agreeing with it because, I mean, Amazon just went down in part, I mean, whether it's DNS or whatever, it's database contention with Dynamo because so many folks needed, uh, databases and Supabase hit Amazon issues because so many… 2 times in the scene
- ▶ 26:59 Jason Calacanis I'm, I'm agreeing with it because, I mean, Amazon just went down in part, I mean, whether it's DNS or whatever, it's database contention with Dynamo because so many folks needed, uh, databases and Supabase hit Amazon issues because so many…
- ▶ 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
- ▶ 26:27 Harry Stebbings It's a really shitty VC thing of like, well, Google could just do that, and that was always the case, like, well, Amazon could just do that, but here, they could and they are.
- ▶ 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
- ▶ 59:22 Zach Lloyd I don't really know what Amazon is doing.
Atlassian CEO, Mike Cannon-Brookes on Why Everything is Overvalued & Are We in an AI Bubble · 20VC with Harry Stebbings
- ▶ 14:59 Mike Cannon-Brookes Uh, for all the dot coms that went bust, Amazon turned out to be quite a good business.
- ▶ 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.
20Sales: Scaling Snowflake from $0-$3BN in ARR | Snowflake vs Databricks: My Biggest Lessons | Why Customer Success is BS and What Replaces It with Chris Chris Degnan
- ▶ 13:23 Chris Degnan So indeed.com, I go to indeed.com, look for people posting jobs for Amazon Redshift.
- ▶ 33:35 Chris Degnan I don't think it could never happen, but Amazon, Microsoft and Google are the primary competitors to Databricks and so forth.
- ▶ 46:21 Chris Degnan So like, at Amazon, when you, when you buy a contract from Amazon, you're paying some percentage of that for support, and that support you get these architects, but they're paid for. 2 times in the scene
OpenAI's Multi-Billion Deal with AMD & Polymarket, Vercel and Supabase Raise Mega Rounds · 20VC with Harry Stebbings
- ▶ 30:59 Harry Stebbings So I, I just interviewed Matt, Mike Cannon Brooks from Atlassian, and he said, listen, the trouble, the trouble is there'll be a load of shit that will lose money, but there will still be some Amazons in this AI wave. 3 times in the scene
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.
- ▶ 49:56 Andrew Feldman Amazon got into the chip business through acquiring Annapurna.
- ▶ 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?
Groq Founder, Jonathan Ross: OpenAI & Anthropic Will Build Their Own Chips & Will NVIDIA Hit $10TRN · 20VC with Harry Stebbings
- ▶ 1:49 Jonathan Ross Amazon?
- ▶ 54:11 Jonathan Ross Even Amazon had to start making some money.
- ▶ 1:28:24 Harry Stebbings When you look at Google, Microsoft, and Amazon, you can buy one and you can sell one, which you buy, which you sell. 3 times in the scene
The Impact of H1B Visas on Startups in the US & NVIDIA Invests $100BN Into OpenAI · 20VC with Harry Stebbings
General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM · 20VC with Harry Stebbings
- ▶ 24:54 Hemant Taneja That's what I think a lot about, or is it going to be, uh, so for example, is the Amazon of healthcare going to be, you know,
Opendoor CEO, Kaz Nejatian: OpenAI and Oracle, How Can Either Afford to Do This · 20VC with Harry Stebbings
- ▶ 15:50 Kaz Nejatian I helped my mom sell her Amazon Prime account.
- ▶ 15:53 Kaz Nejatian Shouldn't get a worse experience from Amazon because of that.
- ▶ 47:35 Harry Stebbings Three years time, how do you think the relationship will look between OpenAI and Microsoft, and then Amazon and Anthropic, the pairings that we've seen so far?
- ▶ 49:25 unnamed speaker I don't have as good a sense on Entropic and Amazon. 2 times in the scene
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
- ▶ 57:47 Brendan Foody I've admired Amazon so much, and just, like, the early clarity of thought in the business and long-term focus, and I think there's a lot of analogs, so I would love to learn from him.
20VC: Why AI SDRs are BS and Do Not Work | How to Use AI in Your Sales Team and Process to Win Today | What Skills Do All New Reps Need to Have in an AI First World with Amit Bendov, CEO @ Gong
- ▶ 8:14 Amit Bendov They thought that sellers are going to hate Gong because they're going to see it as a big brother, that Google and Amazon are going to own the AI technology.
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
- ▶ 1:20:39 Jeff Lawson And in that category, I used to only put, uh, DynamoDB.
- ▶ 1:20:54 Jeff Lawson You just pay Amazon, they take care of it for you, and you call it a day.
20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader
- ▶ 8:49 Alex Schultz The general company, in my experience, every company, whether you talk Amazon, whether you talk Google, whether you talk Meta, whether you talk Airbnb, they, as employees, tend to be power users of the product, and they, by nature,…
- ▶ 49:33 Alex Schultz It's really, do I buy this from Amazon?
- ▶ 1:07:10 Harry Stebbings You can find it easily on Amazon.
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
- ▶ 1:05:29 Cliff Obrecht Amazon and betting on power, you know, it's an every, every sort of, and that come in the power question is an interesting one because every big revolution when it comes to technology shift has largely been power based.
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?
Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
- ▶ 1:22 Harry Stebbings So I'm so thrilled that we could make this happen, and I want to start with a really interesting one, I thought, which was Amazon's AGI head said there are just a thousand AI engineers that matter.