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
Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
- ▶ 4:24 Marc Benioff Back to the AGI head at Amazon.
- ▶ 33:35 unnamed speaker Amazon has little there.
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.
- ▶ 31:06 Byron Deeter Um, and the chip sets from Amazon and Google and AMD and others are becoming quite capable.
Databricks at $100BN, CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker - Ep.19 · 20VC with Harry Stebbings
- ▶ 1:09:40 Jason Lemkin But hold on, help me with, Rory, you're so good, I don't mean to interrupt Harry, but if Amazon, Alphabet, Microsoft, and Meta are going to spend three hundred and sixty-five billion in infra today, three hundred and sixty-five billion…
Sam Altman's Masterplan or a Gift to Anthropic? Palantir & Shopify Crush Earnings · 20VC with Harry Stebbings
- ▶ 1:02:53 Jason Lemkin Um, Amazon was never a threat, even though it wasn't direct competitor.
20VC: The $BN Greenoaks Backed Protein Bar | Hitting $100M Revenues in David's First Year: Lessons & Mistakes | $0 to $600M: The Untold RXBAR Story | Product-Market-Fit, Pricing, Branding: What Every Founder Gets Wrong Today with Peter Rahal
- ▶ 10:14 Peter Rahal And then eventually Amazon.
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
Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity · 20VC with Harry Stebbings
- ▶ 7:37 Miles Dieffenbach Venture capital, which is a mixture of growth and, and, and early stage, you know, take real estate, for example, this is a, you know, you could have a, you know, industrial building that does triple net lease rents being leased to Amazon.
- ▶ 13:50 Miles Dieffenbach And you look at some of the, the most incredible companies that have ever come out of the venture asset class, Airbnb, Uber, SpaceX, Amazon, all struggled mightily to raise their seed round.
- ▶ 1:11:57 Miles Dieffenbach Um, I mean, you look at Google, Microsoft, Amazon, and Meta combined, I mean, they're doing six hundred billion of operating cash flow, just cash coming off the company every single year, and I think they would much rather make very…
- ▶ 1:19:33 Miles Dieffenbach Folks agree that an AI bubble will pop at some point, and the largest buyers of these GPUs are advertising-driven companies, Google, you know, Meta, you know, Amazon is now a very large income revenue line of advertising, and advertising,…
Why Apple Needs a Management Overhaul & Why Google is Catching Up with Hyperscalers · 20VC with Harry Stebbings
- ▶ 42:11 unnamed speaker They're better than AWS of the three hyperscalers, but, you know, they don't have their own model.
- ▶ 42:59 Harry Stebbings Amazon own Anthropic in many respects. 6 times in the scene
- ▶ 43:14 unnamed speaker Buy Google, short AWS, Amazon. 4 times in the scene
- ▶ 51:49 Jason Lemkin Massively competitive with Google, with Microsoft, with Amazon, we have OpenAI, Anthropic, Grok, and Friends, like,
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
Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not · 20VC with Harry Stebbings
- ▶ 20:55 Rory O'Driscoll They have questions for, I think Amazon on one on the adept thing.
Scott Galloway on Billionaire Happiness, Money & Self-Worth | Why We Should Drink More & Not WFH · 20VC with Harry Stebbings
- ▶ 2:55 Scott Galloway I think it is very difficult for companies like a lot of, you know, the retail landscape in the US has largely been decimated except for specialty retail because Amazon could put forward cheap capital and sell a dollar worth of products… 3 times in the scene
GetYourGuide CEO & Founder, Johannes Reck: The Wild Story Raising $450M From Masa and Softbank · 20VC with Harry Stebbings
- ▶ 1:19:39 Harry Stebbings Obviously Amazon, but what would you like to learn?
Fiverr CEO & Founder, Micha Kaufman: "If You’re Not Adapting to AI, F* You. You’re Done!" · 20VC with Harry Stebbings
- ▶ 29:54 Micha Kaufman The.com also gave birth to Amazon, right?
- ▶ 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?
- ▶ 55:36 Micha Kaufman Um, so the, the amount of things, I mean, if you take a company the size of Amazon, I'm guessing they have, you know, 5000 tests running at, at, uh, concurrently because they have enough traffic to entertain that.
Is DPI The Only Thing That Matters? with Sam Lessin, Jason Lemkin & Rory O’Driscoll · 20VC with Harry Stebbings
- ▶ 40:41 Rory O'Driscoll Microsoft, Amazon, Google, Facebook all have had capex as a percentage of free cash flow go up significantly. 4 times in the scene
Windsurf CEO & Co-Founder, Varun Mohan: AI's Biggest Acquisition to Date! · 20VC with Harry Stebbings
- ▶ 24:50 Varun Mohan If I'm inside a behemoth, like I'm inside Amazon, right, and Amazon has a product in our category right now, um, do you think the employees working on this are worried if they will have a job in six months if they don't ship a great…
- ▶ 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.
20VC: ElevenLabs Head of Growth on Why You Do Not Need PMs | The 7-Part Launch Playbook That Gets 700K+ Views Per Product | The Truth About CAC, Payback & Performance Marketing in AI with Luke Harries
- ▶ 44:18 Luke Harries Their founder-led marketing is him getting offers for Amazon, for Palantir, for Google, and then telling them actually,
Rippling vs. Deel Lawsuit: WTF Happens Now? The Future of the Late Stage Private Market · 20VC with Harry Stebbings
- ▶ 1:09:56 Harry Stebbings Amazon. 4 times in the scene
- ▶ 1:13:40 Jason Lemkin It's the, it's the old Amazon thing from the old days that Rory said on like 18 doses of steroids, right? 2 times in the scene
- ▶ 1:14:46 Rory O'Driscoll And just like lots of people could do Amazon Web Services in
OpenAI, SBF & Perplexity: What VCs Know That You Don’t · 20VC with Harry Stebbings
- ▶ 43:19 Jason Lemkin I mean, Amazon's trying, but this is my only half decent idea to create urgency is force everyone to come into that office.
Bucky Moore @ Lightspeed Venture Partners: Why You Cannot Do VC If You Do Not Do Pre-Seed · 20VC with Harry Stebbings
- ▶ 7:14 Bucky Moore Amazon, Microsoft, Azure, and Google were rising, like which companies would survive that, right, as they were starting to get into multi-product.
What Does it Take to Be Good at Series A and B Today? · 20VC with Harry Stebbings
20Growth: Inside Kraken's $1.5BN Growth Playbook: What Works, What Doesn't and What No Founders Understand About Growth That Will Change Their Company with Mayur Gupta
- ▶ 7:31 Mayur Gupta Why is someone coming to Spotify versus why is somebody going to Amazon or Apple?
- ▶ 44:53 Mayur Gupta But see what's happening though now, Harry, in the 1415 years of the category, this is very much like the Metas and the Amazons and the Googles. 2 times in the scene
Dave CEO, Jason Wilk: The Best Performing Fund Would Only Back YC Founders on Their Second Time · 20VC with Harry Stebbings
- ▶ 57:10 Jason Wilk Other than Dave, I haven't looked at the most recent stats on just overall retail penetration, but I think Amazon is still pretty small when it comes to owning the overall retail market.
20VC: Foundation Models: Who Wins & Who Loses | How Economies and Labour Markets Need to Change in a World of AI | China vs the US in an AI Race: What You Need to Know | Rich Socher, Founder @ You.com
- ▶ 13:44 Richard Socher and they don't care about it, they search directly on Amazon.
a16z's $20BN Fund & Founders Fund's $4.6BN & Why Josh Kushner Has Mastered the Game · 20VC with Harry Stebbings
- ▶ 1:13:48 unnamed speaker I would love to have been in the room on some of these marginal sales, um, where Google did one, Amazon did one, where in fact they did take care of the VCs to some extent under the founders.
Carvana CEO & Co-Founder, Ernest Garcia: Building a $50B Company, Losing 99% and Coming Back · 20VC with Harry Stebbings
- ▶ 13:49 Ernest Garcia That extreme detailed focus and, and then his storytelling of the ways that they face those problems at Amazon and just hearing how iterative it was.
- ▶ 1:02:26 Ernest Garcia I mean, God, I, I hate to, to, to say such expected things, but I, I will say like, I think we've studied Amazon like forever as just kind of like, it's an incredibly analogous business to our business. 2 times in the scene
20Sales: How the Best Sales Teams Use AI to Win Enterprise Deals | Sales Teams Will Be Dramatically Smaller | How to Ramps Sales Reps Way Faster | Why Unpaid Design Partners are BS | Why this Generation of Sales is Soft with Ishan Mukherjee @ Rox
- ▶ 0:57 Harry Stebbings Prior to New Relic, he founded Pixie Labs, which New Relic acquired, and before that, he led product at Siri Knowledge Graph at Apple, Lattice Data, which was acquired by Apple, and Amazon Robotics.
- ▶ 10:10 Ishan Mukherjee I've worked at Amazon and Apple, like he's that good.
- ▶ 43:03 Ishan Mukherjee Like, the company that Amazon acquired, like, we've seen these things happen all the time and.
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
- ▶ 2:59 Harry Stebbings Try Amazon Q.
- ▶ 3:02 Harry Stebbings Privately customize leading foundation models on Amazon Bedrock.
- ▶ 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
- ▶ 1:26:43 Harry Stebbings Try Amazon Q.
- ▶ 1:26:46 Harry Stebbings Privately customized leading foundation models on Amazon Bedrock.
Kevin Scott, CTO @ Microsoft: An Evaluation of Deepseek and How We Underestimate the Chinese · 20VC with Harry Stebbings
- ▶ 17:51 Kevin Scott Amazon has one.
Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken · 20VC with Harry Stebbings
- ▶ 1:11:16 Mitchell Green I mean, Amazon, you could put in that bucket too.
- ▶ 1:13:45 Mitchell Green If I could go to Amazon and use Bitcoin, it'd be incredible.
Andrew Feldman, Cerebras Co-Founder and CEO: The AI Chip Wars & The Plan to Break Nvidia's Dominance · 20VC with Harry Stebbings
- ▶ 17:31 Andrew Feldman And there, suddenly, Amazon's a studio.
- ▶ 45:15 Harry Stebbings In five years time though, is it Uber or is it like AWS and cloud?
Peter Singlehurst: Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvalt · 20VC with Harry Stebbings
- ▶ 31:01 Harry Stebbings Does Amazon play into what you're saying? 4 times in the scene
Niklas Östberg, Founder @ Delivery Hero: Competing with Uber and Doordash in a Capital Arms Race · 20VC with Harry Stebbings
- ▶ 1:06:12 Niklas Östberg And I was always a big fan of Amazon and so on. 3 times in the scene
Oscar Pierre, Glovo CEO & Founder: Selling 30% for €100K |The McDonald's Deal That Saved Them |E1263 · 20VC with Harry Stebbings
- ▶ 20:57 Oscar Pierre Rakuten is the Amazon of Japan.
- ▶ 55:15 Oscar Pierre I think I see us as, as Amazon, 20 years ago.
Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 · 20VC with Harry Stebbings
- ▶ 14:54 Steeve Morin TPUs on Google, Tranium on Amazon. 3 times in the scene
- ▶ 22:35 Steeve Morin So in, in the case of, you know, Amazon or Google, that would be buying reserved compute, which you're not going to use because if you buy it on demand, you will get tremendously ripped off.
- ▶ 35:29 Steeve Morin Because here's the thing, you know, even if we take, you know, same amount of, you know, let's imagine we get, we get, we have a new chip from Amazon that is the same amount.
- ▶ 35:50 Steeve Morin My whole production is run on, runs on AWS anyways. 3 times in the scene
- ▶ 40:30 Steeve Morin Because on the other side, let's take Amazon, for instance, with Tranium.
- ▶ 50:59 Harry Stebbings Amazon? 3 times in the scene
- ▶ 51:03 Steeve Morin They have AWS, but they don't have actual products.
Jonathan Ross, Founder & CEO @ Groq: NVIDIA vs Groq - The Future of Training vs Inference | E1260 · 20VC with Harry Stebbings
- ▶ 35:44 Harry Stebbings Amazon is not going to pay for a data center that doesn't have- 3 times in the scene
- ▶ 56:54 Jonathan Ross Walmart versus Amazon. 4 times in the scene
Solly Solomou, Founder & CEO @ LADbible Group: From Penniless Shop Offices to Public Company | E1259 · 20VC with Harry Stebbings
- ▶ 1:06:02 Solly Solomou So their whole thing, they want to be the next Amazon. 2 times in the scene
Fabien Pinckaers, CEO @Odoo: The Billionaire Founder Who Doesn’t Care About Money | E1259 · 20VC with Harry Stebbings
- ▶ 1:03:54 Fabien Pinckaers Where, whereas, how to do, you can just buy online on Amazon and get a reimburse right away.
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.
- ▶ 25:09 Sridhar Ramaswamy Uh, AWS has, uh, has Redshift.
- ▶ 25:39 Sridhar Ramaswamy It's not Amazon.
- ▶ 38:33 Sridhar Ramaswamy Amazon didn't get disrupted because of mobile.
Max Levchin, Founder & CEO @ Affirm:The Biggest Surprise Scaling to $18.7BN Market Cap · 20VC with Harry Stebbings
- ▶ 55:35 Max Levchin You're in the Himalayas or in the Amazon.
TS Anil, CEO @Monzo: From Layoffs, Downrounds and Low Employee NPS, To $1BN in Revenue | E1254 · 20VC with Harry Stebbings
Wayne Ting, CEO @Lime: From Losing $3 on Every $1 to $90M in EBITDA | E1252 · 20VC with Harry Stebbings
- ▶ 2:32 Wayne Ting Amazon probably does it a million times in one day, just on their own platform.
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.
- ▶ 44:43 Harry Stebbings And you see this with Anthropic and Amazon.
- ▶ 52:57 Harry Stebbings You've seen Google, you've seen Matter, you've seen, uh, Amazon will want to move into the chip player. 2 times in the scene
Hussein Kanji, Founder @Hoxton Ventures: Why AI Means London Can Compete with the US | E1248 · 20VC with Harry Stebbings
- ▶ 1:09:01 Hussein Kanji Historically, quick commerce, Amazon roll-ups, uh, electric bicycles.
- ▶ 1:12:35 Hussein Kanji Amazon powered through, but Amazon was never the super hot company.
- ▶ 1:13:14 Hussein Kanji But if you look at what everyone is doing today, you look at what Apple is doing, you look at what Amazon is now doing, and Matt has been working on this, they're all building chipsets to remove their dependence on NVIDIA.
Dan Gill, CPO @Carvana: The Most Wild Story in Public Markets | E1243 · 20VC with Harry Stebbings
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?
- ▶ 40:14 Harry Stebbings You've seen Amazon, Meta, Google, all trying to build out their own chip capabilities?
- ▶ 45:15 Harry Stebbings Bezos is at Amazon every day again.
Reid Hoffman, LinkedIn & Paypal Founder: Trump Administration, Elon Musk and DOGE | E1239 · 20VC with Harry Stebbings
- ▶ 47:47 Harry Stebbings Do you think NVIDIA continues to accrue power and monopolization, or monopolies, ah, or do you think it continues to be eaten away by Apples, Googles, Amazons, building more and more of their own chip supply and ability? 2 times in the scene
George Arison, Grindr CEO: How Grindr Built a Free Flow Cash Machine | E1234 · 20VC with Harry Stebbings
- ▶ 19:20 George Arison We pay Amazon and we pay people, but there's really nothing else that we kind of heavily spend money on.
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.
Klaus Hommels: Why "Portfolios are Merely a Construct to Make LPs Happy"? | E1231 · 20VC with Harry Stebbings
- ▶ 31:13 Klaus Hommels Yeah, currently we either, um, we get a slot in a, in a SpaceX, yeah, with all the, um, with all the restrictions that there are, or we, we have Ariane, but Ariane base lastly sold, um, a hundred percent of the defense, uh, transport…
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.