Amazon, every mention
162 scenes (2025), the whole family · ← back to Amazon
tap a year for its mentions
every year 2025 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
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.
- ▶ 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…
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