Amazon, every mention
11 scenes (said by David Cahn), the whole family · ← back to Amazon
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
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.
- ▶ 22:51 David Cahn Microsoft and Amazon specifically were driving the vast majority 4 times in the scene
David Cahn: Why Servers, Steel and Power Are the Pillars Powering the Future of AI | E1186 · 20VC with Harry Stebbings
- ▶ 9:11 David Cahn Microsoft, Amazon, and, and, and, uh, and, and Microsoft Azure and Google now represent seven trillion dollars of market cap.
- ▶ 11:54 David Cahn That's the business that Azure, Google and, uh, and, uh, and AWS control is the same size as the entire SaaS sector.
- ▶ 16:33 David Cahn Amazon in the last six months has announced fifty billion dollars of new data centers, right? 2 times in the scene
- ▶ 23:27 David Cahn And I think actually one of the big questions that Microsoft and OpenAI are going to face, uh, and Amazon and Anthropik are going to face is how do they, how do they unify those efforts, right?
- ▶ 24:19 David Cahn Uh, Amazon has a cash machine called AWS.
- ▶ 24:19 David Cahn Uh, Amazon has a cash machine called AWS.
- ▶ 42:30 David Cahn Amazon builds their own data center. 2 times in the scene
- ▶ 48:41 David Cahn They'd say, oh, well, Amazon has their own competitor.
- ▶ 48:47 David Cahn There's Redshift.