Amazon, every mention
156 scenes (2023), the whole family · ← back to Amazon
tap a year for its mentions
every year 2023 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
Roundtable #7: Spotify, Adobe and Linkedin on How AI Changes The Future of Product & Design | E1097 · 20VC with Harry Stebbings
- ▶ 9:26 Gustav Söderström Is there an AI person like Alexa or, or do we actually, uh, is the UI that we digitize the real person with the real personality that exists?
- ▶ 15:25 Gustav Söderström There's not one system, but if you look at some of the papers coming out of Amazon and so forth, they are starting to look at, you, you re, you literally tokenize all of it.
Davis Smith: From Selling $6M of Pool Tables to Scaling Cotopaxi to $150M in Revenues | E1095 · 20VC with Harry Stebbings
- ▶ 8:53 Harry Stebbings You know, baby store, Amazon style in Brazil.
Sanjit Biswas: Samsara's $18BN Market Cap & $1BN in ARR in 8 Years | E1092 · 20VC with Harry Stebbings
- ▶ 53:13 Sanjit Biswas And you see this with some of the biggest, best companies that are out there, whether it's Amazon or Microsoft, you look at them over long periods of time. 2 times in the scene
- ▶ 58:32 Sanjit Biswas You've got Amazon and Microsoft and Google and now Oracle.
Geoff Charles: How To Hire Product Teams & Increase Product Velocity | E1091 · 20VC with Harry Stebbings
- ▶ 40:10 Geoff Charles And so you've, you've seen that, you know, um, uh, how, how has Amazon actually been able to launch financial products?
Dominik Richter: You Only Have Two Options With VC Funding | E1089 · 20VC with Harry Stebbings
- ▶ 58:42 Dominik Richter It's such an outlier, such an anomaly, um, how Amazon has scaled with such high investments in infrastructure, in technology and processes, completely reinvented how people think about organizations.
Keith Rabois & Mike Shebat: Creating an Olympian Mindset to Work Ethic| E1087 · 20VC with Harry Stebbings
- ▶ 1:36 Mike Shebat So what that looks like at scale is the AWS of labor across the global supply chain,
- ▶ 2:21 Mike Shebat Just like how I mentioned to you, we plan on having a global impact, building a once in a generation company, and when you go back and you look at any of those once in a generation companies, Microsoft, Amazon, Apple, it was a group of…
- ▶ 6:45 Keith Rabois He's not entitled, he sweats the inputs, and he's built a very intentional culture with his co-founder that really does replicate the best of, let's say, PayPal, or Apple, or Amazon were actually built.
- ▶ 28:24 Keith Rabois Um, although that said, you know, both Amazon and Apple were able to scale to
- ▶ 1:06:01 Mike Shebat You look at Amazon, Apple, Tesla, they're all public, um, so we'll be a publicly traded company.
The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 · 20VC with Harry Stebbings
- ▶ 10:54 Tomasz Tunguz So in web two, if you take the top three clouds and you look at their market cap, so AWS, GCP, and Azure, it's about a 2.1 trillion dollar market 3 times in the scene
- ▶ 12:33 Des Traynor Like Amazon make good money off intercom, you know, but they're also like, we're all in on them and we're very, you know, we're very committed to them.
- ▶ 29:00 Harry Stebbings If we switch tacks and just look at Amazon, how do we think about the next few years for Amazon and how they've done so far? 10 times in the scene
- ▶ 29:31 Emad Mostaque And they're having the same approach with bedrock and things.
- ▶ 29:45 Des Traynor Flat up like buying Anthropic and being like, let's just make this part of the EC two cluster.
Jeff Seibert: Why OpenAI Will Become an Infrastructure Play | E1085 · 20VC with Harry Stebbings
- ▶ 0:05 Jeff Seibert I view OpenAI probably evolving more into an infrastructure company like AWS.
- ▶ 27:29 Jeff Seibert The one thing I would say is I view open AI probably evolving more into an infrastructure company like AWS.
- ▶ 27:38 Jeff Seibert They'll allow you, they'll give you all these base capabilities, uh, like you get with EC two and S three and so on and so on.
- ▶ 27:38 Jeff Seibert They'll allow you, they'll give you all these base capabilities, uh, like you get with EC two and S three and so on and so on.
- ▶ 30:36 Jeff Seibert If you go back 10 years, they were like, I would never put stuff on AWS or Google Cloud or Azure or whatever.
- ▶ 39:29 Harry Stebbings Why doesn't Amazon just buy Anthropic? 4 times in the scene
- ▶ 39:54 Jeff Seibert I would look to aggressively move into the space and acquire something to bolster AWS.
Matteo Franceschetti: The Ultimate Hiring Playbook: Five Questions to Ask Every New Hire | E1084 · 20VC with Harry Stebbings
- ▶ 49:03 Matteo Franceschetti I don't care if you are the senior executive and you are the, the CFO of Amazon.
- ▶ 58:14 Matteo Franceschetti Maybe debatable, and it was really tiny, and you came from Amazon, and you went to the company, you know, it just makes no sense.
- ▶ 1:15:45 Matteo Franceschetti We, we, we use the thing that comes from Amazon that is disagree and commit, and I do sometimes in product, right?
Des Traynor: How to Survive and Thrive in a World of OpenAI | E1082 · 20VC with Harry Stebbings
- ▶ 26:50 Des Traynor Um, and like, I think it was like Shammat had this phrase, and he said in 2018, 2019, uh, giving a dollar to a startup was just a really lossy way of giving it through to Amazon, Facebook, or Google for, for like hosting or acquisition.
- ▶ 40:04 Des Traynor I'm wary of is Amazon. 4 times in the scene
- ▶ 40:10 Des Traynor So like, I could see Amazon just like flat up like buying Anthropic and being like, let's just make this part of the EC two cluster.
- ▶ 46:16 Des Traynor So I think Apple will win there, but that, that doesn't outrule OpenAI's success or Amazon's
- ▶ 48:29 Harry Stebbings Amazon in terms of what they have with AWS.
- ▶ 48:29 Harry Stebbings Amazon in terms of what they have with AWS.
- ▶ 53:06 Des Traynor So let's assume over time, I, I believe that like just, you know, the amount of people investing in the space means that I think the infrastructure layer will gradually get a lot more AWS like, right? 2 times in the scene
- ▶ 53:23 Des Traynor Amazon make good money off intercom, you know, uh, but they're also like, we're heavily, we're all in on them and we're very, uh, you know, we're very committed to them. 2 times in the scene
Ryan Petersen: Why Velocity not Speed is Most Important in Company Building | E1081 · 20VC with Harry Stebbings
- ▶ 12:37 Ryan Petersen To other Amazon, other marketplaces like Amazon FBA or Walmart fulfillment service, but also Costco, Target, Macy's, Nordstrom, we can, we can deliver to retail stores now.
- ▶ 25:07 Ryan Petersen But it's quite contrary, by the way, to an Amazon mindset, which I also respect. 3 times in the scene
Chris Degnan: Why You Should Hire a Head of Sales Sooner Than You Think | E1080 · 20VC with Harry Stebbings
- ▶ 12:16 Chris Degnan Amazon had, had launched Amazon redshift, which we compete against. 3 times in the scene
- ▶ 12:16 Chris Degnan Amazon had, had launched Amazon redshift, which we compete against. 3 times in the scene
- ▶ 22:27 Chris Degnan So early on with Snowflake, the challenge is that we were competing with Amazon, Microsoft, and Google.
- ▶ 53:21 Chris Degnan I'd say Amazon. 7 times in the scene
Danny Cohen: From Leading the BBC to Leading Venture Capitalist |E1079 · 20VC with Harry Stebbings
- ▶ 50:56 Danny Cohen It's really about the studios and those big platforms like Netflix and Amazon.
Roundtable #5 with Jack Altman, Auren Hoffman, Jason Lemkin, Harry Stebbings | E1077 · 20VC with Harry Stebbings
- ▶ 41:03 Harry Stebbings I actually sat down with one of the biggest execs at Amazon, uh, and they don't have side activities generally at all. 3 times in the scene
Nick Tomaino: The Future of NFTs, What Will Happen with FTX & Who Should be Held to Account | E1076 · 20VC with Harry Stebbings
- ▶ 1:08:32 Nick Tomaino And like their, um, one of their first investments is, um, public square, um, which is kind of a Amazon of kind, but focused on, uh, but, but, but values that are very different than, uh, than Amazon. 2 times in the scene
Ed Sim: Why Seed Has Never Been More Competitive & Why Pricing Has Never Been Higher | E1076 · 20VC with Harry Stebbings
Harry debates Cloudflare CEO Matthew Prince: "Should startups target niche markets?" · 20VC with Harry Stebbings
- ▶ 6:41 Matthew Prince Versus I'm going to, um, build the, I'm going to build the thing that is the replacement for Amazon.
- ▶ 7:04 Harry Stebbings I think you have to show a journey from one to the other, but I think if you have an engineer that just sees a fluffy vision of we're going to take on Amazon that go, yeah, good luck.
Matthieu Rouif: The Story of PhotoRoom, Is This YC’s Most Capital Efficient Company? | E1074 · 20VC with Harry Stebbings
- ▶ 52:50 Matthieu Rouif If you're a small entrepreneur, like, the trend is, like, there are more and more, like, small businesses, very small businesses selling on, on Shopify, on Amazon, on marketplaces, so we're going towards a more diverse world in terms of…
Matthew Prince: The Two Biggest Mistakes Every Founder Makes | E1072 · 20VC with Harry Stebbings
- ▶ 35:55 Matthew Prince Versus, I'm going to, um, build the, I'm going to build the thing that is the replacement for Amazon. 2 times in the scene
- ▶ 1:01:02 Matthew Prince Um, I, I really like the sort of Amazon, you should have, um,
Guillermo Rauch: Why Great Companies are Defined by How Many Things They Say No To | E1069 · 20VC with Harry Stebbings
- ▶ 21:42 Guillermo Rauch Apple, Google, Amazon, uh, Netflix.
- ▶ 29:26 Guillermo Rauch AWS and say, Whoa, what a cluster F they have going there with like, they have all these products and like, they have all this complexity. 3 times in the scene
- ▶ 1:04:41 Guillermo Rauch But the counter thesis to that is that, and this is the famous Jeff Bezos quote and why AWS got so far ahead of the competition, even though the competition knew full well that cloud was a strategic place to go, is that even a two year…
Matt Rosenberg: Why You Should Not Hire Sales Leaders From Big Companies | E1068 · 20VC with Harry Stebbings
- ▶ 14:13 Matt Rosenberg Um, don't hire anybody that says on their LinkedIn, ex Google, ex Amazon, ex Facebook.
Kevin Niparko: Big Mistakes Founders Make When Hiring Product Teams | E1066 · 20VC with Harry Stebbings
- ▶ 46:44 Kevin Niparko You know, very hacky workarounds to load data into a data warehouse from an S three bucket.
Christian Lanng: "How Being a Founder Almost Killed Me" | E1065 · 20VC with Harry Stebbings
- ▶ 53:53 Harry Stebbings Windows in cloud at Amazon. 2 times in the scene
- ▶ 54:56 Christian Lanng And I think the other thing is, if you look at the next generation of stuff about these modes, if you ask me last year, I'd say somebody like OpenAI is going to be like the AWS of, of AI.
Christian Kleinerman: Do OpenAI and Anthropic Have a Sustaining Moat? Who Wins the AI Wars? | E1063 · 20VC with Harry Stebbings
- ▶ 27:32 Christian Kleinerman That's where you see Amazon has new services to do this.
Miles Grimshaw: The 5 Pillars of Venture Capital & Why Co-Pilot is an Incumbent Strategy | E1061 · 20VC with Harry Stebbings
- ▶ 4:39 Miles Grimshaw It's sort of like, this is AWS spend
- ▶ 7:21 Miles Grimshaw Um, more investors should sort of do it is, uh, you get started with investing books, which are useful, obviously, but the book like Working Backwards, which is about Amazon's culture, which is working backwards from the customer, serves…
20VC: The Biggest AI Leaders on What Matters More; Model Size or Data Size & Where Does The Value in AI Accrue; to Startups or to Incumbents
- ▶ 20:29 Douwe Kiela So GPT-IV might end up disrupting, not knowledge workers necessarily, but it might just disrupt like Mechanical Turk and is just an annotator on steroids.
Mudassir Sheikha: The Meeting that Led to $3.1BN Buyout: The Battle Between Uber and Careem | E1056 · 20VC with Harry Stebbings
- ▶ 35:52 Mudassir Sheikha Could have been and should have been the Google or Amazon type of institution from this region over time.
- ▶ 35:58 Harry Stebbings Do you think it did cut you off at the knees and prevent you being the Google or Amazon from the region?
Howie Liu: Decoding Airtable's $11B Valuation; The Impending AI Revolution in Enterprise | E1053 · 20VC with Harry Stebbings
Brian Balfour: Startup Growth Secrets from HubSpot; Distribution Stratagies; Impact of AI | E1049 · 20VC with Harry Stebbings
- ▶ 56:04 Brian Balfour And this thing, like, started, this was still before AWS, this thing started melting our servers, like, within, like, four hours.
Tim Urban: How "Wait But Why" Grew to 600k Readers; AI's Revolutionary Impact on Media | E1048 · 20VC with Harry Stebbings
DEBATE: State of Seed Investing w/ Jason Lemkin, Sam Lessin, Frank Rotman & Harry Stebbings | E1047 · 20VC with Harry Stebbings
- ▶ 0:08 Sam Lessin Bet on Amazon.
- ▶ 2:14 Sam Lessin But it was predicated on this idea that because of technology and things like AWS and platforms, that you can very predictably manufacture good companies, right?
- ▶ 17:08 Sam Lessin You know, I do think, though, that in the world of, like, you know, incredible, the world of Stripe, in the world of AWS, in the world of a lot of the things, there's a lot, there's a ton of businesses in the world, right, which are, let's…
- ▶ 17:36 Sam Lessin They're not, you know, even if you add up Facebook, Amazon, Microsoft, Google, that's a small percentage of the TAM of the world, right?
- ▶ 51:40 Sam Lessin It's like, you want to bet on AI, bet on Facebook, bet on Amazon, bet on Google, bet on Microsoft.
Jason Lemkin: Every VC has a FRAUD in their portfolio; The IPO market is about to EXPLODE | E1046 · 20VC with Harry Stebbings
- ▶ 27:37 Jason Lemkin We saw this with AWS, Azure, Google.
- ▶ 30:18 Jason Lemkin And what Amazon said yesterday was very interesting. 2 times in the scene
Marcelo Claure & Shu Nyatta: LATAM's New $500M Growth Fund; Investing Billions at SoftBank | E1042 · 20VC with Harry Stebbings
- ▶ 24:03 Marcelo Claure Nothing to envy to an Amazon or to an Alibaba, etc.
- ▶ 58:46 Shu Nyatta You had to have picked Amazon.
Dave Clark: Lessons from Leading 1M Employees w/ Jeff Bezos at Amazon to CEO of Flexport | E1036 · 20VC with Harry Stebbings
- ▶ 0:27 Harry Stebbings Listen, I was first struck when I saw that you spent 23 years at Amazon. 5 times in the scene
- ▶ 9:31 Dave Clark You have a meeting, you know, this hour on AWS, the next hour on the consumer business, the next hour on labor, and be perfectly, uh, in the mode in the moment, which a lot of people have trouble doing.
- ▶ 11:49 Dave Clark So like I do on a, on a straight up prioritization mechanism, I have a similar structure to that, you know, but I have a more Amazon one way. 4 times in the scene
- ▶ 17:53 Harry Stebbings You made a very big decision to leave Amazon after 23 years. 7 times in the scene
- ▶ 21:17 Harry Stebbings What did you learn at Amazon then that you've not taken to Flexport, and what did you learn at Amazon that you have taken to Flexport? 7 times in the scene
- ▶ 32:26 Dave Clark Uh, but in fast growth environments, like I was at Amazon and like we're in it flexed work, uh, you often have to intersperse more senior external talent because the business, the people who grew up internally, they haven't, don't have…
- ▶ 37:19 Harry Stebbings You've seen many from Amazon.
- ▶ 42:04 Dave Clark Um, COVID, I mean, it had to have been, I mean, I think the, uh, when I think about that, 20, 20 and 21 of Amazon, we doubled the size basically of the entire operating footprint for Amazon in like 18 months. 2 times in the scene
- ▶ 52:24 Dave Clark Right up until I had to be good at it, and then I did really good in grad school and went to Amazon.
- ▶ 56:46 Dave Clark It's probably, uh, where I went to school, because I didn't know where Auburn was when I went there, uh, moving to Delaware with my later-to-be wife, uh, from Campbellsville, uh, and then, you know, maybe leaning Amazon, you know, a year…
Douwe Kiela: Why Data Size Matters More Than Model Size; Why Open Source Isn't Going to Win | E1032 · 20VC with Harry Stebbings
- ▶ 21:15 Douwe Kiela Um, uh, and so, so GPT-IV might end up disrupting, not, um, like knowledge workers necessarily, but it might just disrupt like mechanical Turk and is just a, an annotator on steroids.
Jennifer Hyman: Rent The Runway's Journey to $1.7B IPO; Lessons from Beyoncé & Estée Lauder | E1031 · 20VC with Harry Stebbings
- ▶ 29:10 Jennifer Hyman It's really freaking annoying right now, be it on Amazon or on Rent the Runway or on Zara or on Nordstrom.
- ▶ 36:54 Jennifer Hyman So fast fashion is really everything from a Shein to, you know, an H&M or a Zara, but it's also, like, all of the kind of cheaper items that you might buy on an Amazon fashion or in a Walmart.
- ▶ 43:37 Jennifer Hyman One is obviously Amazon, where they have invested all of their time and effort on improving their customer experience. 2 times in the scene
- ▶ 43:46 Jennifer Hyman I mean, the evolution of Amazon is just like, let's give the customer more and more and more value so that it is actually ridiculous to think about not having a subscription to Amazon Prime in your life.
Noah Weiss: How to Master Product-Led Growth; Scaling PLG to Enterprise at Google & Slack | E1026 · 20VC with Harry Stebbings
- ▶ 15:01 Noah Weiss So I think it's Amazon.
TJ Parker: Building PillPack, The First E-Commerce Pharmacy, to Amazon's $1B Acquisition | E1022 · 20VC with Harry Stebbings
- ▶ 20:20 TJ Parker When we were acquired by Amazon, we, we sort of took all of our internal, the equivalent of Amazon LPs, like leadership principles, right, and we tried to mash them up kind of one-to-one with what's the equivalent, like Amazon one, and… 3 times in the scene
- ▶ 35:55 TJ Parker You, you could not have built a company like Amazon or another large company without doing that, but it has all sorts of negative repercussions, and I think if you're a startup, like, you're so far on the other side of that extreme that I…
- ▶ 57:22 TJ Parker Um, and honestly, like, I should caveat this all now that, like, now that PillPack and Amazon Pharmacy are, like, real players, like, we actually have, we, when I left PillPack in September, we had a great relationship with Express Scripts.
- ▶ 57:54 Harry Stebbings You mentioned Amazon now. 3 times in the scene
- ▶ 1:03:39 TJ Parker Um, then I had the meeting with, uh, the company in Seattle, and it was definitely the best pitch in my life, and we were just mano a mano, and I, I think I, at that point, I knew we were selling the company to Amazon, like, all of our,… 3 times in the scene
- ▶ 1:07:34 TJ Parker Um, and when we sold the company to Amazon, like, I deeply wanted to build, like, a shoppable pharmacy experience, and we did that. 6 times in the scene
- ▶ 1:07:40 TJ Parker Like, we built and launched Amazon Pharmacy, and that's humming along, and I'm super proud of that work. 2 times in the scene
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