Amazon, every mention
122 scenes (2024), the whole family · ← back to Amazon
tap a year for its mentions
every year 2024 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
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.
Raman Malik: Inside Perplexity’s Growth Machine: What Worked, What Did Not Work | E1226 · 20VC with Harry Stebbings
- ▶ 2:19 Raman Malik Like if you are trying to break into private equity or you want to be a PM at Amazon or go into McKinsey, then MBAs have like your preset path and you just follow your guidelines.
Vlad Tenev, Co-Founder & CEO @Robinhood: The GameStop Saga & The Future of AI | E1222 · 20VC with Harry Stebbings
- ▶ 34:22 Vlad Tenev I'm kind of reminded of, uh, I, I was reading the, the Amazon book, and, you know, eBay initially was a much larger company than Amazon, and they kind of thought it was very silly that 4 times in the scene
- ▶ 42:05 Vlad Tenev We're going to use Amazon.
- ▶ 42:13 Vlad Tenev Now, the idea of like not trusting Amazon Web Services for hosting your server seems laughable.
Daniel Khachab: "We Are in the Middle of a Cold War for AI Talent" | E1220 · 20VC with Harry Stebbings
- ▶ 1:14:25 Daniel Khachab So as an example, let's say Amazon, if every single box that they would ship magically agree would be grown fantastic because every single box that they ship, the revenue goes up.
Mamoon Hamid: AI - Where Value Accrues, Startups vs Incumbents & Scaling Laws | E1217 · 20VC with Harry Stebbings
- ▶ 2:11 Mamoon Hamid Yeah, we have some very strong incumbents, Google, Microsoft, Amazon, Meta, Oracle, who can all spend hundreds of billions on these front end models.
- ▶ 16:35 Mamoon Hamid So, hyperscalers are investing today for the future, and I think ultimately the margins, just like if you look at 20 years later of AWS, how great of a business that is, that standalone basis would be a top four enterprise software…
David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
- ▶ 1:21:35 David Frankel Next thing they're going to Netflix, Apple, Amazon, everything that is being, you know, uh, screened needs them, and the TAM just was, like, infinite, right?
Jeff Wang: Sequoia Capital's $9BN Global Equities Fund on The Future for NVIDIA, Google & Meta|E1212 · 20VC with Harry Stebbings
- ▶ 27:56 Harry Stebbings And as a result, I'm going to short Amazon. 2 times in the scene
- ▶ 44:20 Harry Stebbings If you think about Google on Amazon, you've got Google Cloud, Cash Cow, App AWS, Cash Cow, and then Zuck is like, oh, 2 times in the scene
- ▶ 44:20 Harry Stebbings If you think about Google on Amazon, you've got Google Cloud, Cash Cow, App AWS, Cash Cow, and then Zuck is like, oh,
Eiso Kant, CTO @Poolside: Raising $600M To Compete in the Race for AGI | E1211 · 20VC with Harry Stebbings
- ▶ 19:39 Eiso Kant This is Amazon in number one. 6 times in the scene
- ▶ 31:17 Eiso Kant And this is, I think, on the earnings calls of NVIDIA and, and, and Amazon and, and Google and Microsoft, I think you can get most of your, your view there.
- ▶ 37:45 Eiso Kant And the company that fast followed on that was Amazon. 2 times in the scene
- ▶ 43:43 Eiso Kant If look at our capital raise, our last five hundred million dollar round, you'll see that there's none of the, the big hyperscalers, Google, Microsoft, you know, Amazon were part of the round.
- ▶ 53:29 Eiso Kant What I would like to see and what I think is going to happen is that it's not just Google, Amazon, and Microsoft.
Bret Taylor: Why Pre-Training is for Morons & Companies Will Build Their Own Software | E1209 · 20VC with Harry Stebbings
- ▶ 7:53 Bret Taylor Um, if you look at the top market cap companies in the world, they include Amazon. 3 times in the scene
- ▶ 13:52 unnamed speaker So Amazon web services, Azure, Google cloud services like that there's tool makers.
- ▶ 36:47 Harry Stebbings We're seeing, uh, Amazon. 2 times in the scene
- ▶ 40:50 Bret Taylor You know, I think if you look at, um, just look at the cloud infrastructure market, you have a lot of proprietary solutions like, you know, dynamo DB to store data, and you have a lot of open source, uh, things like Kubernetes,
- ▶ 50:04 Bret Taylor You look at what was it five or 10 years ago when ever Alexa was exploding and everyone's putting smart speakers on their kitchen counters.
Jeetu Mahtani, Sales Leader @Hubspot: How and When to Go International and Crush It | E1207 · 20VC with Harry Stebbings
- ▶ 59:18 Jeetu Mahtani It's not a perfect example, Harry, but I do think with the way, you know, digital and AI are going, I think Amazon's a great example 3 times in the scene
Phil Carter: Growth Loops, CAC + LTV Benchmarks, Pricing, Discounts, Paywalls... | E1204 · 20VC with Harry Stebbings
- ▶ 8:43 Phil Carter Uh, CTA button in the case of, of Amazon, because a tiny decimal point movement in things like subscriber conversion or checkout conversion can be millions of dollars in incremental revenue.
Mike Hudack: How Facebook, Monzo and Deliveroo Build Great Products | E1201 · 20VC with Harry Stebbings
- ▶ 38:45 Mike Hudack You know, where people will say, you know, there's this famous, maybe apocryphal story of, uh, I think it was like Amazon's customer service number where they said, oh, well, you know, we answer all calls within, you know, some threshold…
Arvind Narayanan: AI Scaling Myths, The Core Bottlenecks in AI Today & The Future of Models | E1195 · 20VC with Harry Stebbings
- ▶ 25:18 Harry Stebbings Can you create AGEI-like products or God-like products unless you are Google, Amazon, Apple, or Facebook?
- ▶ 26:16 Harry Stebbings You know, the obvious there's Amazon, there's Google, and then for Facebook, there's obviously Instagram and Newsfeed.
Imran Khan: Why the IPO Market is Not Closed & Lessons From Taking Snap & Alibaba Public | E1194 · 20VC with Harry Stebbings
- ▶ 6:02 Imran Khan Look at Amazon. 5 times in the scene
- ▶ 6:21 Imran Khan He helped build AWS, and now he's the CEO of Amazon.
- ▶ 11:02 Imran Khan AWS was created by a public market company, the entire cloud business.
- ▶ 37:53 Imran Khan You know, Amazon started as a bookstore business.
- ▶ 40:06 Imran Khan Taxing on unrealized cap gain on Amazon is least of our problem.
- ▶ 45:16 Harry Stebbings You said Amazon before. 3 times in the scene
- ▶ 54:50 Imran Khan And so, but, you know, the story was positioned very simply that, hey, it's the China consumer play, and they are the eBay plus Amazon plus PayPal of China.
Aman Narang: 5 Lessons Scaling Toast to $14BN Market Cap | E1192 · 20VC with Harry Stebbings
- ▶ 50:25 Aman Narang In the interview process, like having, I think Amazon does as well, like writing down your notes, like clearly the transcript of what happened in the interview.
Aidan Gomez: What No One Understands About Foundation Models | E1191 · 20VC with Harry Stebbings
- ▶ 8:30 Harry Stebbings Amazon, Google, Facebook.
- ▶ 31:26 Harry Stebbings Well, Adapt's gone to Amazon.
Laela Sturdy: Life Inside Alphabet's $7BN Growth Fund | E1190 · 20VC with Harry Stebbings
- ▶ 47:54 Harry Stebbings Nvidia, Amazon, you name it.
Kaz Nejatian: How Shopify Built a $90BN Business to Last 100 Years | E1189 · 20VC with Harry Stebbings
- ▶ 54:08 Harry Stebbings But when we look at, you know, um, Google, when we look at Amazon, when we look at Microsoft, when we look at Elon Musk and, you know, X and Tesla, and when we then extrapolate that out across everyone worth over a hundred billion dollars,…
Alexis Ohanian: The Full P&L Breakdown of the World's Most Valuable Women's Sports Team | E1187 · 20VC with Harry Stebbings
- ▶ 25:01 Alexis Ohanian And that's a medley of Amazon, CBS, ESPN, and then.
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.
- ▶ 25:44 Harry Stebbings Given the need to be so tied to one of these cash cow businesses over the long term for Anthropic, for, um, OpenAI, for any of the smaller players we have here on the show next week, actually, will they be acquired and they will be a part… 2 times in the scene
- ▶ 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.
Ethan Mollick: Why OpenAl Abandons Products, The Biggest Opportunities They Have Not Taken | E1184 · 20VC with Harry Stebbings
- ▶ 33:56 Ethan Mollick Like I, you know, um, I think about, um, Ali Miller, who is a really great sort of talk, you know, uh, person who has been thinking about a lot about AI, ex Amazon person, and she has conversations with the AI every morning while she's…
Nilan Peiris: What Growth Hacks Worked and What Did Not, from Wise CPO | E1182 · 20VC with Harry Stebbings
- ▶ 27:29 Nilan Peiris So this is much more a long-term bet, kind of like Amazon's, that you keep chipping away at driving down your cost and your price, and eventually the market will switch to you.
Jason Lemkin: Crowdstrike, WTF Happens From Here? Wiz Rejects Google’s $23BN Acquisition Offer|E1181 · 20VC with Harry Stebbings
- ▶ 5:57 Jason Lemkin They're all competing with, they're all competing with each other, and this is a way to go to an enterprise when you have three slightly fungible products, AWS, Azure, Google Cloud.
Cameron Adams: How Canva Builds Products: Lessons Learned, What Works? What Flopped? | E1179 · 20VC with Harry Stebbings
- ▶ 20:10 Cameron Adams I think it'll look very similar to what cloud-based infrastructure looks like now in terms of AWS, Google Cloud, Azure. 2 times in the scene
Saam Motamedi: Why Series B Won’t Make Money & Why $1M ARR is a BS Milestone for Series A | E1177 · 20VC with Harry Stebbings
- ▶ 5:13 Harry Stebbings And I think this is what people are forgetting, which is with the rise of corporate investing with Amazon investing with Google investing with
Pat Grady: Sequoia Partner on Investing Lessons from Doug Leone, Roelof Botha and Alfred Lin | E1174 · 20VC with Harry Stebbings
Avi Eyal: Making $2.3BN on Monday, Stripe & PillPack from Entrée Capital MP | E1173 · 20VC with Harry Stebbings
Samir Vasavada: The Real Story of Vise: The Regrets, Mistakes and Mis-Hires | E1171 · 20VC with Harry Stebbings
- ▶ 12:40 Samir Vasavada We had lost, like, AWS. 3 times in the scene
David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
- ▶ 23:51 David Luan Like today, the base computing primitive is like nodes on EC two or like, uh, storage, right?
Michael Eisenberg: How China Could Overtake the US in the AI Race | E1167 · 20VC with Harry Stebbings
- ▶ 2:02 Michael Eisenberg And then there was pets.com and pets.com.com and pets.com.com.com because there's an incredible gold rush, but the internet, eBay, Amazon, et cetera, turned out to be incredible companies.
- ▶ 6:32 Harry Stebbings I think that you're going to see all the large cloud providers, Google, Amazon, you name it, essentially say, hey, we need to acquire the foundation models.
- ▶ 18:17 Michael Eisenberg Uh, it might be true is that Amazon has said, don't buy any more software.
- ▶ 33:33 Michael Eisenberg Uh, he's an Israeli guy with a PhD from the Weizmann Institute, who had built a synthetic biology lab at Harvard Medical School, and then went to Amazon to their moonshot factory, and I convinced him to come back to Israel.
- ▶ 37:28 Michael Eisenberg You know, Amazon, the best business in the world went public.
Alex Wang: Why Data Not Compute is the Bottleneck to Foundation Model Performance | E1164 · 20VC with Harry Stebbings
- ▶ 26:39 Alex Wang You know, their market gap is higher than Meta and Google and Amazon and Saudi Aramco.
- ▶ 44:16 Harry Stebbings So do you agree with me in saying that you'll see all of the smaller players acquired by the large cloud providers, your Google, your Amazon, your Nvidia, you name your large incumbents, but especially the large cloud providers and have… 2 times in the scene
Reid Hoffman: The Future of TikTok and The Inflection AI Deal | E1163 · 20VC with Harry Stebbings
- ▶ 11:07 Harry Stebbings Isle at five billion, that can still be acquired by Amazon.
- ▶ 16:41 Reid Hoffman But the fact is, Microsoft, Google, Amazon, Apple, you know, they're all competing with each other ferociously, right?
- ▶ 28:22 Reid Hoffman So there's a lot of markets that, you know, Google, Microsoft, Amazon, et cetera, don't get to.
Aravind Srinivas:Will Foundation Models Commoditise & Diminishing Returns in Model Performance|E1161 · 20VC with Harry Stebbings
- ▶ 27:20 Aravind Srinivas Anthropic also has partnerships, Amazon, Google.
- ▶ 30:32 Aravind Srinivas AWS needs Claude to make, to sell, to make, continue to retain the lead in the cloud market.
- ▶ 50:31 Aravind Srinivas Like, and, and getting users, not, not simply through like marketing, but actually more in the Amazon prime sort of way, giving a lot of great features at like amazing prices.
- ▶ 58:54 Aravind Srinivas That, that would, that would change everything, like, or like, buy me this thing on Amazon, like, like, it's, it's sort of like, um, completely, then you can go,
Matt Lerner: How to Hire Growth Leaders and Teams and Why in a World of AI | E1159 · 20VC with Harry Stebbings
- ▶ 17:40 Matt Lerner Like Amazon's North Star from 1996 was repeat purchases.
- ▶ 17:44 Matt Lerner Obviously AWS has a different North Star, right?
Aaron Levie: How the Business Model of SaaS Changes Forever & Startups vs Incumbents:Who Wins?|E1155 · 20VC with Harry Stebbings
- ▶ 43:51 Aaron Levie So, you know, if you think about it, you know, if Shopify caused businesses to get started because it lowered the barrier to being able to sell online, if AWS caused applications to get started because, because I was like, oh, I could just…
- ▶ 46:10 Aaron Levie I think if we were having this conversation, imagine having this conversation 20 years ago exactly, and being like, wait a second, if, if the iPhone lets you, you know, have any software, and Amazon lets you build any software, aren't we…
Nikesh Arora: Lessons from $102BN Market Cap & How to Create & Sustain Competitive Advantage | E1155 · 20VC with Harry Stebbings
- ▶ 31:39 Nikesh Arora The question is, what do I need to be doing today that I'm the next Amazon and not the next Costco, which is also a great company, but I'm the next Amazon or I'm the next company that is going to be really successful because we were able… 2 times in the scene
- ▶ 32:33 Nikesh Arora But none of them used it to become Amazon. 2 times in the scene
Jiaona Zhang: Why All Product Teams Should Have a Scorecard & How to Use It | E1154 · 20VC with Harry Stebbings
- ▶ 48:10 Jiaona Zhang At the same time, I also believe that for most people who are not, you know, Amazon, Nike, you know, Apple, like all those companies, I believe that for everyone else, including, you know, you and me, um, but more you than me, because I'm…
Tom Blomfield: Do the Best All Raise Pre-Demo Day & YC's Fundraising Advice to Startups | E 1152 · 20VC with Harry Stebbings
- ▶ 46:24 Tom Blomfield The best case for, for me, and for YC, probably, and for you, and like humanity, I'd argue, is that, um, roll forward 10 years, and there are like five or six foundational model companies, and they're probably attached to Google, and…
- ▶ 46:47 Tom Blomfield It's like how, you know, GCP versus AWS versus Azure, they kind of do this, you know, it's like different things,
- ▶ 48:46 Tom Blomfield MySQL wrappers or AWS wrappers or something like, you know, it's the same kind of logic applies.
Tom Hulme: Lessons from a 24x Angel Track Record, 275x on Robinhood & Making Billions on Uber |E1150 · 20VC with Harry Stebbings
- ▶ 48:30 Harry Stebbings You know, I was with a friend who will remain nameless because he hates being publicly named anywhere, uh, and he mentioned that bluntly cloud providers will be the cash cow business, and they will buy your Googles, your Amazons, and your…
- ▶ 49:07 Tom Hulme And they already are, whether you're on AWS, GCP, anywhere else.
- ▶ 54:55 Harry Stebbings Amazon gave their results last night. 2 times in the scene
Mark Suster: Why Private Equity Will Replace IPOs and M&A as the Exit Path | E1147 · 20VC with Harry Stebbings
- ▶ 22:49 Mark Suster I bought Amazon.
- ▶ 26:54 Mark Suster So we all aspired to exit to Google and Facebook and Amazon and whatever, Microsoft. 2 times in the scene
- ▶ 36:04 Mark Suster That's when AWS was launched. 2 times in the scene
- ▶ 36:35 Mark Suster All of it was driven by Amazon, all driven by AWS, and it changed the way our whole industry works because you could launch things for 500,000.
- ▶ 52:25 Mark Suster I think it was right for him, and maybe it was right for the market, but I mean, Amazon sells 2 times in the scene
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